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| Provider | Service type | Compensation |
|---|---|---|
USW INDUSTRY 401(K) PLAN3 years Service code 14 · EIN 65-1564649 | Plan Administrator | $482,502 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $326,152 |
USW INDUSTRY 401(K) PLAN2 years Filed as: USW INDUSTRY 401(K) Service code 13 · EIN 62-1564649 | Contract Administrator | $266,077 |
BREDHOFF & KAISER5+ years Filed as: BREDHOFF & KAISER, PLLC Service code 29 · EIN 52-0969534 | Legal | $98,083 |
Service code 10 · EIN 62-1132799 1101 KERMIT DR, STE 800 · NASHVILLE, TN 37217 | Accounting | $38,076 |
LEGACY PROFESSIONALS LLP2 years Service code 10 · EIN 32-0043599 | Accounting | $15,381 |
US BANK5+ years Service code 49 · EIN 31-0841368 333 COMMERCE ST, STE 900 · NASHVILLE, TN 37201 | Other Services | $14,538 |
CHERRY BEKAERT LLP2 years Filed as: CHERRY BEKAERT, LLP Service code 10 · EIN 56-0574444 222 SECOND AVE SOUTH · NASHVILLE, TN 37201 | Accounting | $10,000 |
MEKETA INVESTMENT GROUP1 year Filed as: MEKETA FIDUCIARY MANAGEMENT, LLC Service code 27 · EIN 47-2126910 100 LOWDER BROOK DRIVE, SUITE 1100 · WESTWOOD, MA 02090 | Advisory (Plan) | $7,500 |
SEI INVESTMENTS5+ years Filed as: SEI INVESTMENTS MANAGEMENT COMPANY Service code 27 · EIN 23-1707341 1 FREEDOM VALLEY DR · OAKS, PA 19456 | Advisory (Plan) | $7,500 |
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 | $44,400 | $156,529-71.6% | $93,621-52.6% | $82,204-46.0% |
| Participation rate | 68.4% | 86.5%-18.2pp | 75.8%-7.5pp | 73.4%-5.0pp |
| Annual return | 19.99% | 20.36%-0.4pp | 32.76%-12.8pp | 26.31%-6.3pp |
| Employer contribution / active EE | $913 | $4,800-81.0% | $2,719-66.4% | $2,707-66.3% |
| Participant deferral / active EE | $1,378 | $6,674-79.3% | $4,070-66.1% | $4,246-67.5% |
| Admin fee / account holder | $116 | $65+79.1% | $7,890-98.5% | $76+53.4% |