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| Provider | Service type | Compensation |
|---|---|---|
NECA MILW. CH.5+ years Service code 24 · EIN 39-0260800 | Discretionary Trustee | $143,024 |
ELEC. CONST. PEN. PLAN5+ years Service code 24 · EIN 39-1291994 | Discretionary Trustee | $125,808 |
REINHART BOERNER VAN DEUREN S.C.5+ years Filed as: REINHART ET AL Service code 22 · EIN 39-1126909 | Insurance Broker | $43,538 |
Filed as: STRATEGIC CAPITAL INVESTMENT ADV. Service code 27 · EIN 36-4268991 | Advisory (Plan) | $34,063 |
REILLY, PENNER & BENTON LLP5+ years Filed as: REILLY ET AL CPA Service code 10 · EIN 39-0747409 | Accounting | $30,752 |
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 | $67,732 | $81,719-17.1% | $101,275-33.1% | $90,274-25.0% |
| Participation rate | 100.0% | 80.7%+19.3pp | 75.8%+24.2pp | 73.4%+26.6pp |
| Annual return | 8.25% | 337.64%-329.4pp | 46.46%-38.2pp | 53.97%-45.7pp |
| Employer contribution / active EE | $2,584 | $3,622-28.7% | $3,660-29.4% | $2,523+2.4% |
| Participant deferral / active EE | $983 | $3,310-70.3% | $4,370-77.5% | $4,231-76.8% |
| Admin fee / account holder | $96 | $162-40.5% | $5,948-98.4% | $114-15.5% |