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| Provider | Service type | Compensation |
|---|---|---|
NECA MILW. CH.7+ years Service code 24 · EIN 39-0260800 | Discretionary Trustee | $153,325 |
ELEC. CONST. PEN. PLAN7+ years Service code 24 · EIN 39-1291994 | Discretionary Trustee | $130,188 |
REINHART BOERNER VAN DEUREN S.C.7+ years Filed as: REINHART ET AL Service code 22 · EIN 39-1126909 | Insurance Broker | $39,575 |
Filed as: STRATEGIC CAPITAL INVESTMENT ADV. Service code 27 · EIN 36-4268991 | Advisory (Plan) | $35,563 |
REILLY, PENNER & BENTON LLP7+ years Filed as: REILLY ET AL CPA Service code 10 · EIN 39-0747409 | Accounting | $32,655 |
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 | $72,133 | $76,774-6.0% | $112,270-35.8% | $77,906-7.4% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.1%+24.9pp | 73.7%+26.3pp |
| Annual return | -8.84% | -10.25%+1.4pp | 27.49%-36.3pp | 12.16%-21.0pp |
| Employer contribution / active EE | $2,405 | $3,977-39.5% | $3,635-33.8% | $2,846-15.5% |
| Participant deferral / active EE | $1,096 | $3,778-71.0% | $4,729-76.8% | $4,805-77.2% |
| Admin fee / account holder | $89 | $239-63.0% | $6,411-98.6% | $133-33.2% |