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| Provider | Service type | Compensation |
|---|---|---|
PLUMBERS & STEAMFITTERS 83 RETIREME10+ years Service code 49 · EIN 55-0667502 | Other Services | $151,120 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 06-1050034 | Recordkeeping Fees | $39,601 |
CENTRAL DATA SERVICES1 year Service code 13 · EIN 25-1352803 | Contract Administrator | $31,333 |
MCELHANEY & ASSOCIATES, LLC8 years Service code 10 · EIN 38-3806684 | Accounting | $27,500 |
STANDARD VALUATIONS10+ years Filed as: STANDARD VALUATION Service code 17 · EIN 41-1327339 | Pension Consulting | $27,100 |
Service code 13 · EIN 83-1544721 | Contract Administrator | $17,033 |
JOHN F. DASCOLI, PLLC10+ years Filed as: JOHN DASCOLI, PLLC Service code 29 · EIN 20-5780253 | Legal | $10,397 |
Service code 15 · EIN 52-1796473 | Recordkeeping | $5,250 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,905 | $129,227-37.4% | $184,256-56.1% | $77,762+4.0% |
| Participation rate | 51.1% | 87.4%-36.3pp | 86.8%-35.8pp | 70.6%-19.5pp |
| Annual return | 11.57% | 33.24%-21.7pp | 28.85%-17.3pp | 31.27%-19.7pp |
| Employer contribution / active EE | $2,865 | $4,412-35.1% | $6,427-55.4% | $2,728+5.0% |
| Participant deferral / active EE | $0 | $7,307-100.0% | $9,133-100.0% | $4,651-100.0% |
| Admin fee / account holder | $319 | $256+24.8% | $13,899-97.7% | $433-26.3% |