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| Provider | Service type | Compensation |
|---|---|---|
LOCAL 436 HEALTH & WELFARE PLAN2+ years Service code 13 · EIN 34-0821253 | Contract Administrator | $370,000 |
CHEIRON2+ years Filed as: CHEIRON INC Service code 11 · EIN 13-4215617 | Actuarial | $112,389 |
Filed as: FAULKNER, HOFFMAN & PHILLIPS Service code 29 · EIN 45-1540483 | Legal | $30,050 |
THE BOGDAHN GROUP2+ years Filed as: BOGDAHN GROUP Service code 27 · EIN 59-3676225 | Advisory (Plan) | $20,000 |
TEAMSTERS LOCAL UNION 4362+ years Service code 14 · EIN 34-0210685 | Plan Administrator | $17,817 |
INVESCO2+ years Filed as: INVESCO NATIONAL TRUST COMPANY Service code 28 · EIN 84-0591534 | Investment Management | $13,878 |
TRAMER SHORE & ZWICK2+ years Service code 10 · EIN 34-1595557 | Accounting | $13,242 |
Filed as: KEY BANK Service code 21 P.O. BOX 93885 · CLEVELAND, OH 44101 | Bank Trustee | $6,019 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $49,677-100.0% | $209,859-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 3.6%-3.6pp |
| Annual return | 5.25% | 2.79%+2.5pp | 4.16%+1.1pp | 11.88%-6.6pp |
| Employer contribution / active EE | $35,848 | $10,530+240.4% | $29,966+19.6% | $14,612+145.3% |
| Participant deferral / active EE | $0 | $5,826-100.0% | $145-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $13,952-100.0% | $637-100.0% |