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| Provider | Service type | Compensation |
|---|---|---|
PACE INDUSTRY UNION-MGT. PENSION FU10+ years Service code 10 · EIN 62-1132799 1101 KERMIT DR, STE 800 · NASHVILLE, TN 37217 | Accounting | $866,750 |
LEGACY PROFESSIONALS LLP7 years Service code 10 · EIN 32-0043599 | Accounting | $85,684 |
BREDHOFF & KAISER10+ years Filed as: BREDHOFF & KAISER, PLLC Service code 29 · EIN 52-0969534 805 15TH STREET, NW · WASHINGTON, DC 20005 | Legal | $63,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $60,277 |
USW INDUSTRY 401(K) PLAN8 years Service code 99 · EIN 65-1564649 | Other Fees | $32,250 |
CHERRY BEKAERT LLP7 years Filed as: CHERRY BEKAERT, LLP Service code 10 · EIN 56-0574444 222 SECOND AVE SOUTH · NASHVILLE, TN 37201 | Accounting | $27,195 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 27 · EIN 11-3658445 2000 WESTCHESTER AVE · PURCHASE, NY 10577 | Advisory (Plan) | $26,250 |
THE SEGAL COMPANY1 year Filed as: SEGAL SELECT INSURANCE SERVICES, IN Service code 22 · EIN 46-0619194 | Insurance Broker | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,637 | $153,784-71.6% | $105,624-58.7% | $99,313-56.1% |
| Participation rate | 60.8% | 92.3%-31.5pp | 75.3%-14.5pp | 71.7%-10.9pp |
| Annual return | 12.65% | 14.98%-2.3pp | 116.20%-103.6pp | 17.67%-5.0pp |
| Employer contribution / active EE | $1,028 | $5,293-80.6% | $3,168-67.6% | $3,264-68.5% |
| Participant deferral / active EE | $1,399 | $8,286-83.1% | $5,013-72.1% | $5,346-73.8% |
| Admin fee / account holder | $105 | $77+36.1% | $10,961-99.0% | $109-3.5% |