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| Provider | Service type | Compensation |
|---|---|---|
LOCAL 1102 RWDSU10+ years Service code 49 · EIN 13-1215130 | Other Services | $104,554 |
LOCAL 1102 RWDSU10+ years Filed as: LOCAL 1102 RETIREMENT TRUST Service code 49 · EIN 13-1847329 | Other Services | $27,793 |
Filed as: FIRST ACTUARIAL CONSULTING INC Service code 11 · EIN 26-3842522 | Actuarial | $11,886 |
CITRIN COOPERMAN1 year Service code 10 · EIN 22-2428965 | Accounting | $11,144 |
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 | $185,887-100.0% | $179,823-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 61.6%-61.6pp | 42.1%-42.1pp | 43.7%-43.7pp |
| Annual return | 23.47% | 174.20%-150.7pp | 148.78%-125.3pp | 13.05%+10.4pp |
| Employer contribution / active EE | $0 | $30,844-100.0% | $26,858-100.0% | $37,664-100.0% |
| Participant deferral / active EE | $0 | $68-100.0% | $63-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $1,660-100.0% | $1,660-100.0% | $31,365-100.0% |