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| Provider | Service type | Compensation |
|---|---|---|
LOCAL 3 SALES PENSION1+ years Service code 49 · EIN 36-6527340 | Other Services | $124,150 |
Filed as: MERRILL LYNCH WEALTH MANAGEMENT Service code 51 · EIN 13-5674085 1400 MERRILL LYNCH DRIVE · PENNINGTON, NJ 08534 | Investment Mgmt Fees | $61,653 |
HARTMAN & ASSOCIATES1+ years Service code 11 · EIN 32-0000497 | Actuarial | $31,877 |
CALIBRE CPA GROUP PLLC1+ years Service code 10 · EIN 47-0900880 | Accounting | $26,000 |
LIQUOR WORKERS LOCAL 31+ years Filed as: LOCAL 3 UNION Service code 49 · EIN 36-4044987 | Other Services | $19,784 |
FIRST MIDWEST BANK1+ years Service code 18 1 PIERCE PLACE, 1500W · ITASCA, IL 60134 | Custodial (other than securities) | $5,000 |
ELITE ADMINISTRATION1+ years Filed as: ELITE ADMINISTRATION & INSURANCE GR Service code 22 · EIN 36-2238689 | Insurance Broker | $0 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $35,636-100.0% | $322,681-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 27.6%-27.6pp | 1.8%-1.8pp |
| Annual return | -4.84% | 3.81%-8.7pp | 4.07%-8.9pp | 7.18%-12.0pp |
| Employer contribution / active EE | $3,819 | $14,300-73.3% | $36,235-89.5% | $13,095-70.8% |
| Participant deferral / active EE | $0 | $38-100.0% | $215-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $7,128-100.0% | $362-100.0% |