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| Provider | Service type | Compensation |
|---|---|---|
CHEIRON1 year Filed as: CHEIRON INC. Service code 16 · EIN 13-4215617 | Consulting | $35,181 |
SCHULTHEIS & PANETTIERI, LLP4 years Filed as: SCHULTHEIS & PANETTIERI LLP Service code 10 · EIN 13-1577780 | Accounting | $35,000 |
TRI-STATE ADMINISTRATORS INC10+ years Service code 13 · EIN 22-3478819 | Contract Administrator | $24,066 |
AMALGAMATED BANK10+ years Filed as: AMALGAMATED BANK OF CHICAGO Service code 15 · EIN 36-0721895 | Recordkeeping | $20,523 |
Filed as: BRADY MCGUIRE & STEINBERG PC Service code 29 · EIN 13-4089943 | Legal | $5,109 |
O'BRIEN BELLAND & BUSHINSKY4 years Service code 29 · EIN 37-1467056 | Legal | $5,000 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $6,886-100.0% | $6,886-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 25.0%-25.0pp | 11.1%-11.1pp | 43.7%-43.7pp |
| Annual return | 312.24% | 8.10%+304.1pp | 7.29%+305.0pp | 13.05%+299.2pp |
| Employer contribution / active EE | $0 | $27,123-100.0% | $20,019-100.0% | $37,652-100.0% |
| Participant deferral / active EE | $0 | $32-100.0% | $31-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $5-100.0% | $5-100.0% | $31,365-100.0% |