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| Provider | Service type | Compensation |
|---|---|---|
TEAMSTERS LOCAL 837 WELFARE8+ years Service code 14 · EIN 23-1685740 | Plan Administrator | $46,606 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 15 · EIN 84-0467907 | Recordkeeping | $6,000 |
FISCHER DORWART, P.C.4 years Service code 10 · EIN 23-2247478 | Accounting | $5,250 |
Service code 55 | Other Commissions | $2,360 |
ASCENSUS LLC1 year Filed as: ASCENSUS LLLC Service code 55 | Other Commissions | $596 |
ASCENSUS LLC1 year Service code 55 · EIN 82-3719843 | Other Commissions | $0 |
Filed as: MORGAN STANLEY INS SERVICES INC Service code 55 · EIN 51-0116113 | Other Commissions | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $7,256 | $167,522-95.7% | $151,639-95.2% | $134,532-94.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -15.49% | 7.81%-23.3pp | 3.34%-18.8pp | 418.27%-433.8pp |
| Employer contribution / active EE | -$1,583 | $6,828-123.2% | $6,165-125.7% | $4,741-133.4% |
| Participant deferral / active EE | $1,198 | $8,986-86.7% | $8,363-85.7% | $6,401-81.3% |
| Admin fee / account holder | $272 | $13,780-98.0% | $11,613-97.7% | $11,429-97.6% |