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| Provider | Service type | Compensation |
|---|---|---|
LOCAL 436 HEALTH & WELFARE PLAN4+ years Service code 13 · EIN 34-0821253 | Contract Administrator | $395,000 |
CHEIRON4+ years Filed as: CHEIRON INC Service code 11 · EIN 13-4215617 | Actuarial | $184,282 |
Filed as: FAULKNER, HOFFMAN & PHILLIPS Service code 29 · EIN 45-1540483 | Legal | $37,833 |
ANDCO CONSULTING2 years Service code 27 · EIN 59-3676225 4901 VINELAND ROAD · ORLANDO, FL 32811 | Advisory (Plan) | $20,000 |
TRAMER SHORE & ZWICK4+ years Service code 10 · EIN 34-1595557 | Accounting | $12,634 |
INVESCO4+ years Filed as: INVESCO NATIONAL TRUST COMPANY Service code 28 · EIN 84-0591534 | Investment Management | $10,329 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN ARBITRATION Service code 29 · EIN 13-0429745 13727 NOEL ROAD STE 700 · DALLAS, TX 75240 | Legal | $7,000 |
Filed as: KEY BANK Service code 21 P.O. BOX 93885 · CLEVELAND, OH 44101 | Bank Trustee | $6,899 |
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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 | $14,174-100.0% | $245,396-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 24.8%-24.8pp | 43.0%-43.0pp | 4.7%-4.7pp |
| Annual return | -5.02% | 1.05%-6.1pp | -752.26%+747.2pp | -0.69%-4.3pp |
| Employer contribution / active EE | $38,458 | $11,363+238.5% | $31,802+20.9% | $16,786+129.1% |
| Participant deferral / active EE | $0 | $18,319-100.0% | $47-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $0 | $1,223-100.0% | $124-100.0% |