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| Provider | Service type | Compensation |
|---|---|---|
HAMMOND AND SHINNERS, P.C.1+ years Service code 29 · EIN 43-1429257 | Legal | $7,881 |
MENGWASSER MARTIN LALL & CLARK1+ years Filed as: MENGWASSER MARTIN LALL & CLARK P.C. Service code 10 · EIN 43-1564913 | Accounting | $5,910 |
PLUMBERS LOCAL UNION NO. 6901+ years Filed as: PLUMBERS 360 PENSION PLAN Service code 50 · EIN 37-1186588 | Direct Payment | $5,652 |
EKON BENEFITS1+ years Service code 15 4940 WASHINGTON BLVD. · ST LOUIS, MO 63108 | Recordkeeping | $1,140 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,538 | $41,854+47.0% | $73,836-16.7% | $52,331+17.6% |
| Participation rate | 100.0% | 66.2%+33.8pp | 73.4%+26.6pp | 68.1%+31.9pp |
| Annual return | 1.03% | 2.11%-1.1pp | 2268.06%-2267.0pp | 4.54%-3.5pp |
| Employer contribution / active EE | $2,800 | $1,920+45.8% | $2,787+0.4% | $1,882+48.8% |
| Participant deferral / active EE | $1,969 | $2,498-21.2% | $3,583-45.0% | $3,022-34.8% |
| Admin fee / account holder | $225 | $493-54.2% | $4,882-95.4% | $592-61.9% |