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| Provider | Service type | Compensation |
|---|---|---|
LOCAL 1102 RWDSU4+ years Service code 49 · EIN 13-1215130 | Other Services | $91,208 |
LOCAL 1102 RWDSU4+ years Filed as: LOCAL 1102 RETIREMENT TRUST Service code 49 · EIN 13-1847329 | Other Services | $31,813 |
BERDON LLP4+ years Service code 10 · EIN 13-0485070 | Accounting | $10,313 |
Filed as: FIRST ACTUARIAL CONSULTING INC Service code 11 · EIN 26-3842522 | Actuarial | $7,825 |
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 | $192,869-100.0% | $192,869-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 59.0%-59.0pp | 36.2%-36.2pp | 46.4%-46.4pp |
| Annual return | 20.72% | -0.47%+21.2pp | -0.77%+21.5pp | -82.66%+103.4pp |
| Employer contribution / active EE | $0 | $34,803-100.0% | $29,514-100.0% | $43,771-100.0% |
| Participant deferral / active EE | $0 | $37-100.0% | $36-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $42,257-100.0% | $42,257-100.0% | $11,204-100.0% |