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| Provider | Service type | Compensation |
|---|---|---|
NECA MILW. CH.6+ years Service code 24 · EIN 39-0260800 | Discretionary Trustee | $140,265 |
ELEC. CONST. PEN. PLAN6+ years Service code 24 · EIN 39-1291994 | Discretionary Trustee | $124,036 |
Filed as: STRATEGIC CAPITAL INVESTMENT ADV. Service code 27 · EIN 36-4268991 | Advisory (Plan) | $34,813 |
REILLY, PENNER & BENTON LLP6+ years Filed as: REILLY ET AL CPA Service code 10 · EIN 39-0747409 | Accounting | $31,619 |
REINHART BOERNER VAN DEUREN S.C.6+ years Filed as: REINHART ET AL Service code 22 · EIN 39-1126909 | Insurance Broker | $29,808 |
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 | $83,597 | $88,770-5.8% | $109,191-23.4% | $93,010-10.1% |
| Participation rate | 100.0% | 81.5%+18.5pp | 75.9%+24.1pp | 73.9%+26.1pp |
| Annual return | 33.81% | 60.64%-26.8pp | 25.76%+8.0pp | 158.70%-124.9pp |
| Employer contribution / active EE | $2,376 | $3,780-37.1% | $3,723-36.2% | $2,705-12.2% |
| Participant deferral / active EE | $1,029 | $3,630-71.6% | $4,653-77.9% | $4,561-77.4% |
| Admin fee / account holder | $87 | $172-49.7% | $6,756-98.7% | $152-42.9% |