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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WELFARE & PENSION ADMIN SERVICES Service code 13 · EIN 91-1363171 | Contract Administrator | $75,880 |
CUNI, RUST & STRENK6+ years Service code 11 · EIN 31-1227755 | Actuarial | $45,950 |
LEGACY PROFESSIONALS LLP6+ years Service code 10 · EIN 32-0043599 | Accounting | $39,512 |
DOWD, BLOCH & BENNETT1 year Filed as: DOWD BLOCH BENNETT CERVONE AUERBACH Service code 29 · EIN 36-3371377 | Legal | $25,825 |
Service code 15 · EIN 31-1051736 | Recordkeeping | $14,648 |
MARQUETTE ASSOCIATES6+ 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 | $409,661-100.0% | $78,313-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 1.7%-1.7pp | 13.0%-13.0pp | 1.7%-1.7pp |
| Annual return | 17.37% | 627.08%-609.7pp | 6.61%+10.8pp | 627.08%-609.7pp |
| Employer contribution / active EE | $346 | $18,824-98.2% | $24,284-98.6% | $18,824-98.2% |
| Participant deferral / active EE | $0 | $418-100.0% | $408-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $19,478-100.0% | $1,923-100.0% |