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| Provider | Service type | Compensation |
|---|---|---|
TENJ WELFARE FUND3+ years Service code 49 · EIN 22-1461069 | Other Services | $101,145 |
LINCOLN NATIONAL CORPORATION3+ years Service code 13 · EIN 35-0472300 | Contract Administrator | $45,620 |
THE SEGAL COMPANY3+ years Filed as: BUCHBINDER TUNICK & COMPANY LLP Service code 10 · EIN 13-1578842 | Accounting | $15,500 |
THE SEGAL COMPANY3+ years Filed as: SEGAL SELECT INSURANCE SERVICES Service code 53 | Insurance Commissions | $1,833 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,372 | $81,537-43.1% | $149,716-69.0% | $69,631-33.4% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.1%+12.9pp | 70.7%+29.3pp |
| Annual return | 14.45% | 22.79%-8.3pp | 1501.67%-1487.2pp | 27571.02%-27556.6pp |
| Employer contribution / active EE | $9,395 | $3,239+190.1% | $5,444+72.6% | $2,032+362.3% |
| Participant deferral / active EE | $0 | $4,994-100.0% | $6,568-100.0% | $3,224-100.0% |
| Admin fee / account holder | $249 | $107+133.1% | $11,282-97.8% | $110+125.6% |