Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
LOCAL 436 HEALTH & WELFARE PLAN8+ years Service code 13 · EIN 34-0821253 | Contract Administrator | $284,122 |
Service code 13 302 KNIGHTS RUN AVE · TAMPA, FL 33602 | Contract Administrator | $86,700 |
CHEIRON8+ years Filed as: CHEIRON INC Service code 11 · EIN 13-4215617 200 WEST MONROE ST · CHICAGO, IL 60606 | Actuarial | $55,287 |
PBGC PREMIUM2 years Service code 99 445 12TH STREET SW · WASHINGTON, DC 20024 | Other Fees | $46,752 |
ANDCO CONSULTING6 years Service code 27 · EIN 59-3676225 531 W MORSE BLVD STE 200 · WINTER PARK, FL 32789 | Advisory (Plan) | $20,000 |
Service code 10 3701 BOARDMAN CANFIELD RD · CANFIELD, OH 44406 | Accounting | $17,930 |
Filed as: FAULKNER, HOFFMAN & PHILLIPS Service code 29 · EIN 45-1540483 20445 EMERALD PKWY DR · CLEVELAND, OH 44135 | Legal | $17,578 |
INVESCO8+ years Filed as: INVESCO NATIONAL TRUST COMPANY Service code 28 · EIN 84-0591534 | Investment Management | $9,166 |
MARGO JEROME, CPA1 year Service code 10 28717 OSBORN RD · BAY VILLAGE, OH 44140 | Accounting | $8,502 |
KEYBANK NATIONAL ASSOCIATION2 years Filed as: KEYBANK Service code 21 P.O. BOX 93885 · CLEVELAND, OH 44101 | Bank Trustee | $7,621 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return 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 | $36,148-100.0% | $164,721-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 16.7%-16.7pp | 21.0%-21.0pp | 9.9%-9.9pp |
| Annual return | -20.53% | -4.92%-15.6pp | -5.84%-14.7pp | -5.25%-15.3pp |
| Employer contribution / active EE | $17,198 | $10,994+56.4% | $31,839-46.0% | $15,161+13.4% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $436-100.0% | $1,000-100.0% | $3,859-100.0% |