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| Provider | Service type | Compensation |
|---|---|---|
TRI-STATE ADMINISTRATORS INC2+ years Service code 13 · EIN 22-3478819 | Contract Administrator | $74,585 |
CHEIRON2+ years Filed as: CHEIRON, INC Service code 11 · EIN 13-4215617 | Actuarial | $69,647 |
O'BRIEN BELLAND & BUSHINSKY2+ years Filed as: O'BRIEN, BELLAND, & BUSHINSKY, LLC Service code 29 · EIN 37-1467056 | Legal | $67,303 |
SCHULTHEIS & PANETTIERI, LLP2+ years Service code 10 · EIN 13-1577780 | Accounting | $49,000 |
AMALGAMATED BANK2+ years Filed as: AMALGAMATED BANK OF CHICAGO Service code 19 · EIN 36-0721895 | Securities Custodian | $13,856 |
BRADY, MCGUIRE & STEINBERG, PC2+ years Filed as: BRADY MCGUIRE & STEINBERG Service code 29 · EIN 13-4089943 | Legal | $10,877 |
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 | $286,961-100.0% | $286,961-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 40.0%-40.0pp | 13.3%-13.3pp | 45.6%-45.6pp |
| Annual return | 4.18% | 0.33%+3.9pp | 2.61%+1.6pp | 4.16%0pp |
| Employer contribution / active EE | $0 | $31,805-100.0% | $24,109-100.0% | $42,918-100.0% |
| Participant deferral / active EE | $0 | $0 | $17-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $148-100.0% | $148-100.0% | $21,465-100.0% |