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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WELFARE & PENSION ADMIN SERVICES Service code 13 · EIN 91-1363171 | Contract Administrator | $100,556 |
CUNI, RUST & STRENK11+ years Service code 11 · EIN 31-1227755 | Actuarial | $49,125 |
LEGACY PROFESSIONALS LLP11+ years Service code 10 · EIN 32-0043599 | Accounting | $32,946 |
DOWD, BLOCH & BENNETT6 years Filed as: DOWD BLOCH BENNETT CERVONE AUERBACH Service code 29 · EIN 36-3371377 | Legal | $29,848 |
FIFTH THIRD BANK RETIREMENT SERVICE11+ years Filed as: FIFTH THIRD BANK Service code 19 · EIN 31-0676865 | Securities Custodian | $16,887 |
MARQUETTE ASSOCIATES11+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $11,999 |
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Employer contribution per participant 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 | $0 | $0 | - | - |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 13.64% | 10.77%+2.9pp | 2.10%+11.5pp | 10.77%+2.9pp |
| Employer contribution / active EE | $71 | $15,292-99.5% | $21,105-99.7% | $15,292-99.5% |
| Participant deferral / active EE | $0 | $1,813-100.0% | $0 | $1,813-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |