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| Provider | Service type | Compensation |
|---|---|---|
USW INDUSTRY 401(K) PLAN2 years Service code 14 | Plan Administrator | $527,600 |
USW INDUSTRY 401(K) PLAN1 year Filed as: USW INDUSTRY 401(K) Service code 13 · EIN 62-1564649 | Contract Administrator | $459,769 |
Service code 10 · EIN 62-1132799 1101 KERMIT DR, STE 800 · NASHVILLE, TN 37217 | Accounting | $359,338 |
WITHUMSMITH+BROWN, PC1 year Filed as: WITHUMSMITH+BROWN Service code 10 · EIN 22-2027092 | Accounting | $82,083 |
BREDHOFF & KAISER4+ years Filed as: BREDHOFF & KAISER, PLLC Service code 29 · EIN 52-0969534 | Legal | $63,224 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 13 · EIN 04-1590850 | Contract Administrator | $42,950 |
LEGACY PROFESSIONALS LLP1 year Service code 10 · EIN 32-0043599 | Accounting | $19,028 |
SEI INVESTMENTS4+ years Filed as: SEI INVESTMENTS MANAGEMENT COMPANY Service code 27 · EIN 23-1707341 1 FREEDOM VALLEY DR · OAKS, PA 19456 | Advisory (Plan) | $15,000 |
CHERRY BEKAERT LLP1 year Filed as: CHERRY BEKAERT, LLP Service code 10 · EIN 56-0574444 222 SECOND AVE SOUTH · NASHVILLE, TN 37201 | Accounting | $13,500 |
US BANK4+ years Service code 49 · EIN 31-0841368 333 COMMERCE ST, STE 900 · NASHVILLE, TN 37201 | Other Services | $13,165 |
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 | $29,636 | $106,649-72.2% | $80,022-63.0% | $68,904-57.0% |
| Participation rate | 77.8% | 88.1%-10.3pp | 75.8%+2.0pp | 74.1%+3.7pp |
| Annual return | 0.20% | -0.87%+1.1pp | 11.22%-11.0pp | 1.07%-0.9pp |
| Employer contribution / active EE | $980 | $4,132-76.3% | $2,468-60.3% | $2,540-61.4% |
| Participant deferral / active EE | $1,594 | $6,395-75.1% | $3,686-56.7% | $4,015-60.3% |
| Admin fee / account holder | $52 | $58-11.1% | $6,521-99.2% | $71-27.6% |