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| Provider | Service type | Compensation |
|---|---|---|
LOCAL 1102 RWDSU1+ years Filed as: LOCAL 50 BENEFIT SERVICES TRUST Service code 13 · EIN 43-0514606 | Contract Administrator | $96,962 |
STIFEL NICOLAUS & CO INC1+ years Filed as: STIFEL NICOLAUS & CO Service code 19 · EIN 43-0538770 | Securities Custodian | $95,809 |
MILLIMAN, INC.1+ years Filed as: MILLIMAN INC. Service code 11 · EIN 91-0675641 | Actuarial | $47,945 |
ANDERS MINKLER HUBER & HELM LLP1+ years Service code 10 · EIN 43-0831507 | Accounting | $23,726 |
SCHUCHAT, COOK & WERNER1+ years Service code 29 · EIN 43-0763010 | Legal | $11,767 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $23,526,138-100.0% | $846,462-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 0.0%0pp |
| Annual return | -2.18% | -0.09%-2.1pp | -0.81%-1.4pp | 1.67%-3.9pp |
| Employer contribution / active EE | $374 | $11,440-96.7% | $38,425-99.0% | $10,506-96.4% |
| Participant deferral / active EE | $0 | $23-100.0% | $315-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $43,809-100.0% | $15,697-100.0% | $66,276-100.0% |