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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WELFARE & PENSION ADMIN SERVICES Service code 13 · EIN 91-1363171 | Contract Administrator | $92,323 |
CUNI, RUST & STRENK10+ years Service code 11 · EIN 31-1227755 | Actuarial | $46,575 |
LEGACY PROFESSIONALS LLP10+ years Service code 10 · EIN 32-0043599 | Accounting | $27,500 |
DOWD, BLOCH & BENNETT5 years Filed as: DOWD BLOCH BENNETT CERVONE AUERBACH Service code 29 · EIN 36-3371377 | Legal | $22,680 |
FIFTH THIRD BANK RETIREMENT SERVICE10+ years Filed as: FIFTH THIRD BANK Service code 18 · EIN 31-0676865 | Custodial (securities); Custodial (ot... | $14,353 |
MARQUETTE ASSOCIATES10+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $8,000 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $0 | $6,886-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 11.1%-11.1pp | 0.0%0pp |
| Annual return | 7.36% | 8.76%-1.4pp | 7.29%+0.1pp | 8.76%-1.4pp |
| Employer contribution / active EE | $179 | $16,664-98.9% | $20,019-99.1% | $16,664-98.9% |
| Participant deferral / active EE | $0 | $948-100.0% | $31-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $5-100.0% | - |