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| Provider | Service type | Compensation |
|---|---|---|
HAMMOND AND SHINNERS, P.C.2+ years Service code 29 · EIN 43-1429257 | Legal | $10,507 |
MENGWASSER MARTIN LALL & CLARK2+ years Filed as: MENGWASSER MARTIN LALL & CLARK P.C. Service code 10 · EIN 43-1564913 | Accounting | $6,275 |
PLUMBERS LOCAL UNION NO. 6902+ years Filed as: PLUMBERS 360 PENSION PLAN Service code 50 · EIN 37-1186588 | Direct Payment | $5,418 |
EKON BENEFITS2+ 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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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,480 | $43,423+66.9% | $78,676-7.9% | $55,167+31.4% |
| Participation rate | 100.0% | 68.0%+32.0pp | 73.6%+26.4pp | 69.0%+31.0pp |
| Annual return | 8.60% | 11.53%-2.9pp | 62.19%-53.6pp | 169.23%-160.6pp |
| Employer contribution / active EE | $3,777 | $1,997+89.1% | $2,850+32.5% | $1,963+92.4% |
| Participant deferral / active EE | $2,601 | $2,509+3.7% | $3,517-26.0% | $3,054-14.8% |
| Admin fee / account holder | $211 | $416-49.4% | $4,510-95.3% | $504-58.2% |