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| Provider | Service type | Compensation |
|---|---|---|
EKON BENEFITS2+ years Service code 11 · EIN 43-1317863 4940 WASHINGTON BLVD. · ST. LOUIS, MO 63108 | Actuarial | $24,390 |
Filed as: MERRILL LYNCH Service code 18 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Investment management fees paid indir... | $15,722 |
PLUMBERS LOCAL 6531 year Service code 14 · EIN 36-3378963 116 S. CHESTNUT · CENTRALIA, IL 62801 | Plan Administrator | $6,000 |
SCHEFFEL BOYLE2+ years Service code 10 · EIN 37-1206530 222 EAST MAIN STREET · BELLEVILLE, IL 62220 | Accounting | $5,950 |
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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 | $15,875-100.0% | $209,859-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 50.0%-50.0pp | 42.7%-42.7pp | 12.6%-12.6pp |
| Annual return | 7.74% | 3.12%+4.6pp | 4.16%+3.6pp | 4.56%+3.2pp |
| Employer contribution / active EE | $8,018 | $10,957-26.8% | $29,966-73.2% | $15,526-48.4% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $0 | $13,952-100.0% | $1,711-100.0% |