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| Provider | Service type | Compensation |
|---|---|---|
LOCAL 3 SALES PENSION10+ years Service code 49 · EIN 36-6527340 | Other Services | $18,655 |
ELITE ADMINISTRATION10+ years Filed as: ELITE ADMINISTRATION & INSURANCE Service code 22 · EIN 36-2238689 | Insurance Broker | $0 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | - | - |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | - |
| Annual return | 179.46% | 62.91%+116.5pp | 15.15%+164.3pp | - |
| Employer contribution / active EE | $0 | $11,227-100.0% | $16,134-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $50-100.0% | - |
| Admin fee / account holder | $0 | $0 | - | - |