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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PLUMBERS' WELFARE FUND, LOCAL 130 Service code 14 · EIN 36-4026252 | Plan Administrator | $37,242 |
DENISE DELHAYE3+ years Service code 30 · EIN 86-0928669 | Employee (plan) | $33,639 |
VICKIE KOSTANSKI2 years Service code 30 · EIN 86-0928669 | Employee (plan) | $32,644 |
Filed as: STRATEGIC CAPITAL INVESTMENT ADV. Service code 27 · EIN 36-4268991 | Advisory (Plan) | $22,500 |
GREGORIO MARCO2 years Service code 29 · EIN 36-4028033 | Legal | $20,266 |
LANER MUCHIN1 year Filed as: LANER MUCHIN LTD. Service code 29 · EIN 36-3088463 | Legal | $16,873 |
LEGACY PROFESSIONALS LLP3+ years Service code 10 · EIN 32-0043599 | Accounting | $16,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $56,669 | $96,400-41.2% | $149,721-62.2% | $177,276-68.0% |
| Participation rate | 86.0% | 88.9%-3.0pp | 87.1%-1.1pp | 74.8%+11.1pp |
| Annual return | 13.70% | 19.02%-5.3pp | 1501.67%-1488.0pp | 21.25%-7.6pp |
| Employer contribution / active EE | $1,840 | $3,680-50.0% | $5,444-66.2% | $2,479-25.8% |
| Participant deferral / active EE | $3 | $5,510-100.0% | $6,568-100.0% | $3,881-99.9% |
| Admin fee / account holder | $55 | $69-21.2% | $11,282-99.5% | $154-64.5% |