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| Provider | Service type | Compensation |
|---|---|---|
LOCAL 1102 RWDSU2+ years Filed as: LOCAL 1102 RETIREMENT TRUST Service code 49 · EIN 13-1847329 | Other Services | $65,585 |
LOCAL 1102 RWDSU2+ years Service code 49 · EIN 13-1215130 | Other Services | $37,393 |
GROOM LAW GROUP2+ years Service code 29 · EIN 52-1219029 | Legal | $35,931 |
Filed as: FIRST ACTUARIAL CONSULTING INC Service code 11 · EIN 26-3842522 | Actuarial | $24,800 |
BERDON LLP2+ years Service code 10 · EIN 13-0485070 | Accounting | $9,822 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $142,953-100.0% | $139,743-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 35.1%-35.1pp | 22.6%-22.6pp | 45.6%-45.6pp |
| Annual return | 32.07% | 4.04%+28.0pp | 4.96%+27.1pp | 4.16%+27.9pp |
| Employer contribution / active EE | $0 | $35,442-100.0% | $29,749-100.0% | $42,918-100.0% |
| Participant deferral / active EE | $0 | $26-100.0% | $26-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $3,549-100.0% | $3,369-100.0% | $21,465-100.0% |