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| Provider | Service type | Compensation |
|---|---|---|
PLUMBERS LOCAL UNION 4301+ years Service code 13 · EIN 73-1530462 | Contract Administrator | $48,651 |
THE SEGAL COMPANY1+ years Service code 17 · EIN 94-1503999 | Pension Consulting | $25,184 |
BRYAN, LITTLE, HALEY, & KENT PC1+ years Service code 10 · EIN 73-0941849 | Accounting | $12,250 |
Filed as: ROBEIN, URANN & LURYE Service code 22 · EIN 73-0999672 | Insurance Broker | $12,046 |
ERISA SERVICES, INC.1+ years Filed as: ERISA ADMINISTRATORS, LLC Service code 17 · EIN 75-2915587 | Pension Consulting | $6,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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.
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 | $16,382 | $55,516-70.5% | $75,784-78.4% | $59,188-72.3% |
| Participation rate | 100.0% | 73.6%+26.4pp | 75.8%+24.2pp | 69.4%+30.6pp |
| Annual return | -2.65% | -1.89%-0.8pp | 9.68%-12.3pp | 5.51%-8.2pp |
| Employer contribution / active EE | $2,057 | $2,604-21.0% | $3,323-38.1% | $2,098-1.9% |
| Participant deferral / active EE | $167 | $2,599-93.6% | $3,652-95.4% | $3,265-94.9% |
| Admin fee / account holder | $46 | $110-58.4% | $5,300-99.1% | $92-50.3% |