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| Provider | Service type | Compensation |
|---|---|---|
NECA MILW. CH.4+ years Service code 24 · EIN 39-0260800 | Discretionary Trustee | $136,747 |
ELEC. CONST. PEN. PLAN4+ years Service code 24 · EIN 39-1291994 | Discretionary Trustee | $120,308 |
Filed as: STRATEGIC CAPITAL INVESTMENT ADV. Service code 27 · EIN 36-4268991 | Advisory (Plan) | $33,688 |
REINHART BOERNER VAN DEUREN S.C.4+ years Filed as: REINHART ET AL Service code 22 · EIN 39-1126909 | Insurance Broker | $31,509 |
REILLY, PENNER & BENTON LLP4+ years Filed as: REILLY ET AL CPA Service code 10 · EIN 39-0747409 | Accounting | $29,301 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $65,997 | $66,051-0.1% | $92,916-29.0% | $77,775-15.1% |
| Participation rate | 100.0% | 81.0%+19.0pp | 76.0%+24.0pp | 73.2%+26.8pp |
| Annual return | 1.60% | 20.69%-19.1pp | 109.45%-107.8pp | 32.58%-31.0pp |
| Employer contribution / active EE | $2,567 | $3,426-25.1% | $3,654-29.7% | $2,504+2.5% |
| Participant deferral / active EE | $891 | $3,013-70.4% | $4,238-79.0% | $3,966-77.5% |
| Admin fee / account holder | $100 | $148-32.4% | $5,796-98.3% | $100-0.1% |