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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 | $105,028-27.2% | $107,187-28.7% | $100,573-24.0% |
| Participation rate | 100.0% | 81.2%+18.8pp | 75.0%+25.0pp | 70.9%+29.1pp |
| Annual return | 8.80% | 10.61%-1.8pp | 204.55%-195.7pp | 18.89%-10.1pp |
| Employer contribution / active EE | $2,451 | $5,641-56.6% | $3,782-35.2% | $3,763-34.9% |
| Participant deferral / active EE | $1,262 | $2,685-53.0% | $5,096-75.2% | $4,921-74.3% |
| Admin fee / account holder | $102 | $355-71.2% | $9,162-98.9% | $454-77.5% |