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| Provider | Service type | Compensation |
|---|---|---|
ELEC. CONST. PEN. PLAN2+ years Service code 24 · EIN 39-1291994 | Discretionary Trustee | $121,851 |
NECA MILW. CH.2+ years Service code 24 · EIN 39-0260800 | Discretionary Trustee | $119,684 |
Filed as: STRATEGIC CAPITAL INVESTMENT ADV. Service code 27 · EIN 36-4268991 | Advisory (Plan) | $32,188 |
REILLY, PENNER & BENTON LLP2+ years Filed as: REILLY ET AL CPA Service code 10 · EIN 39-0747409 | Accounting | $27,219 |
REINHART BOERNER VAN DEUREN S.C.2+ years Filed as: REINHART ET AL Service code 22 · EIN 39-1126909 | Insurance Broker | $18,747 |
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 | $67,423 | $221,442-69.6% | $92,240-26.9% | $77,958-13.5% |
| Participation rate | 100.0% | 79.6%+20.4pp | 76.5%+23.5pp | 71.6%+28.4pp |
| Annual return | 14.31% | 15.65%-1.3pp | 176.29%-162.0pp | 20.87%-6.6pp |
| Employer contribution / active EE | $2,674 | $3,226-17.1% | $3,680-27.3% | $2,310+15.7% |
| Participant deferral / active EE | $775 | $2,779-72.1% | $3,897-80.1% | $3,537-78.1% |
| Admin fee / account holder | $110 | $210-47.4% | $5,194-97.9% | $97+13.3% |