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| Provider | Service type | Compensation |
|---|---|---|
NECA MILW. CH.10+ years Service code 24 · EIN 39-0260800 | Discretionary Trustee | $210,251 |
ELEC. CONST. PEN. PLAN10+ years Service code 24 · EIN 39-1291994 | Discretionary Trustee | $204,893 |
REINHART BOERNER VAN DEUREN S.C.10+ years Filed as: REINHART ET AL Service code 22 · EIN 39-1126909 | Insurance Broker | $69,417 |
REILLY, PENNER & BENTON LLP10+ years Filed as: REILLY ET AL CPA Service code 10 · EIN 39-0747409 | Accounting | $42,325 |
STRATEGIC CAPITAL INVESTMENT ADVISO10+ years Filed as: STRATEGIC CAPITAL INVESTMENT ADV. Service code 27 · EIN 36-4268991 | Advisory (Plan) | $35,625 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,414 | $98,776-22.6% | $119,126-35.9% | $89,670-14.8% |
| Participation rate | 100.0% | 83.1%+16.9pp | 75.8%+24.2pp | 71.2%+28.8pp |
| Annual return | 8.80% | 9.25%-0.5pp | 282.11%-273.3pp | 19.66%-10.9pp |
| Employer contribution / active EE | $2,451 | $5,802-57.8% | $4,034-39.2% | $4,041-39.4% |
| Participant deferral / active EE | $1,262 | $1,748-27.8% | $5,318-76.3% | $3,962-68.1% |
| Admin fee / account holder | $102 | $230-55.7% | $10,693-99.0% | $352-71.0% |