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| Provider | Service type | Compensation |
|---|---|---|
Service code 14 · EIN 13-6106830 | Plan Administrator | $173,653 |
Service code 49 · EIN 51-6129775 | Other Services | $150,000 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $32,850 |
STEVE BUKOVAC1 year Filed as: STEVE LUDWIGSON Service code 56 BOILERMAKERS LOCAL LODGE NO5 · WESTBURY, NY 11590 | Non-monetary compensation | $0 |
TOM PARAVOLA1 year Filed as: TOM RYAN Service code 56 BOILERMAKERS LOCAL LODGE NO5 · WESTBURY, NY 11590 | Non-monetary compensation | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,084 | $60,545+0.9% | $92,240-33.8% | $69,631-12.3% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.5%+23.5pp | 70.7%+29.3pp |
| Annual return | 14.55% | 19.71%-5.2pp | 176.29%-161.7pp | 27571.02%-27556.5pp |
| Employer contribution / active EE | $5,279 | $2,633+100.5% | $3,680+43.5% | $2,032+159.8% |
| Participant deferral / active EE | $0 | $2,828-100.0% | $3,897-100.0% | $3,224-100.0% |
| Admin fee / account holder | $536 | $145+270.2% | $5,194-89.7% | $110+385.3% |