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| Provider | Service type | Compensation |
|---|---|---|
Filed as: STRATEGIC CAPITAL INVESTMENT Service code 51 ADVISORS, INC. · LOMBARD, IL 60148 | Investment Mgmt Fees | $64,667 |
BENESYS, INC.10+ years Filed as: BENESYS Service code 13 · EIN 38-2383170 | Contract Administrator | $58,982 |
CUNI, RUST & STRENK9 years Filed as: CUNI, RUST AND STRENK Service code 11 · EIN 31-1227755 | Actuarial | $54,350 |
CIUNI & PANICHI, INC.10+ years Service code 10 · EIN 34-1322309 | Accounting | $31,130 |
JOHNSON & KROL, LLC2 years Filed as: JOHNSON & KROL LLC Service code 29 311 S. WACKER DR, STE 1050 · CHICAGO, IL 60606 | Legal | $19,217 |
L. CALVIN JONES AND CO. INC.10+ years Service code 22 · EIN 34-0667613 | Insurance Broker | $17,053 |
AMERICAN FUNDS3 years Filed as: STOCKBRIDGE CAPITAL GROUP, LLC Service code 28 4 EMBARCADERO CENTER, SUITE 3300 · SAN FRANCISCO, CA 94111 | Investment Management | $14,295 |
PLUMBERS & PIPEFITTERS 219 COMBINED10+ years Service code 64 · EIN 54-2172847 | Recordkeeping Fees | $14,037 |
PEOPLES UNITED BANK5 years Filed as: NATIONAL INVESMENT SERVICES Service code 16 777 E. WISCONSIN, STE 2350 · MILWAUKEE, WI 53202 | Consulting | $13,163 |
Service code 28 1200 SIXTH AVE, SUITE 700 · SEATTLE, WA 98101 | Investment Management | $12,507 |
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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 | $0 | $82,130-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 0.0%0pp |
| Annual return | 7.57% | 8.62%-1.1pp | 8.99%-1.4pp | 10.52%-3.0pp |
| Employer contribution / active EE | $19,438 | $14,400+35.0% | $25,171-22.8% | $15,140+28.4% |
| Participant deferral / active EE | $0 | $2,028-100.0% | $1-100.0% | $2,028-100.0% |
| Admin fee / account holder | $0 | $0 | $1,134-100.0% | - |