Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
STIFEL NICOLAUS & CO INC2+ years Filed as: STIFEL NICOLAUS & CO Service code 19 · EIN 43-0538770 | Securities Custodian | $90,518 |
LOCAL 1102 RWDSU2+ years Filed as: LOCAL 50 BENEFIT SERVICES TRUST Service code 13 · EIN 43-0514606 | Contract Administrator | $85,893 |
MILLIMAN, INC.2+ years Filed as: MILLIMAN INC. Service code 11 · EIN 91-0675641 | Actuarial | $50,422 |
ANDERS MINKLER HUBER & HELM LLP2+ years Service code 10 · EIN 43-0831507 | Accounting | $19,531 |
SCHUCHAT, COOK & WERNER2+ years Service code 29 · EIN 43-0763010 | Legal | $10,888 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $381,942,733-100.0% | $374,107-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 0.0%0pp |
| Annual return | 7.00% | 6.13%+0.9pp | 4.74%+2.3pp | 9.19%-2.2pp |
| Employer contribution / active EE | $366 | $10,206-96.4% | $36,089-99.0% | $12,608-97.1% |
| Participant deferral / active EE | $0 | $205-100.0% | $59-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $10,677-100.0% | $2,655,710-100.0% |