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| Provider | Service type | Compensation |
|---|---|---|
NECA MILW. CH.8+ years Service code 24 · EIN 39-0260800 | Discretionary Trustee | $177,679 |
ELEC. CONST. PEN. PLAN8+ years Service code 24 · EIN 39-1291994 | Discretionary Trustee | $147,573 |
REINHART BOERNER VAN DEUREN S.C.8+ years Filed as: REINHART ET AL Service code 22 · EIN 39-1126909 | Insurance Broker | $47,642 |
Filed as: STRATEGIC CAPITAL INVESTMENT ADV. Service code 27 · EIN 36-4268991 | Advisory (Plan) | $40,263 |
REILLY, PENNER & BENTON LLP8+ years Filed as: REILLY ET AL CPA Service code 10 · EIN 39-0747409 | Accounting | $32,617 |
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 | $70,440 | $88,479-20.4% | $96,543-27.0% | $80,187-12.2% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 72.9%+27.1pp |
| Annual return | 0.70% | 22.53%-21.8pp | 35.75%-35.0pp | 40.40%-39.7pp |
| Employer contribution / active EE | $2,412 | $4,177-42.2% | $3,741-35.5% | $2,980-19.0% |
| Participant deferral / active EE | $1,127 | $3,961-71.5% | $4,880-76.9% | $5,016-77.5% |
| Admin fee / account holder | $98 | $211-53.4% | $6,737-98.5% | $145-32.1% |