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| Provider | Service type | Compensation |
|---|---|---|
LINDQUIST LLP2+ years Service code 10 · EIN 52-2385296 | Accounting | $27,976 |
LABOR TRUST SERVICES, INC.2+ years Service code 13 · EIN 92-0134212 | Contract Administrator | $21,575 |
JERMAIN, DUNNAGAN & OWENS, PC2+ years Service code 29 · EIN 92-0116216 | Legal | $17,663 |
Filed as: WELFARE PENSION ADMIN SVCS, INC. Service code 13 · EIN 91-1363171 | Contract Administrator | $7,666 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,303 | $57,921-73.6% | $84,753-81.9% | $57,658-73.5% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 70.2%+29.8pp |
| Annual return | 5.92% | 10.24%-4.3pp | 22.78%-16.9pp | 5.13%+0.8pp |
| Employer contribution / active EE | $1,227 | $2,598-52.8% | $3,574-65.7% | $1,974-37.8% |
| Participant deferral / active EE | $0 | $2,742-100.0% | $3,712-100.0% | $3,061-100.0% |
| Admin fee / account holder | $146 | $130+12.3% | $5,333-97.3% | $95+54.1% |