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 |
|---|---|---|
LOCAL 3 SALES PENSION3+ years Service code 49 · EIN 36-6527340 | Other Services | $155,293 |
Filed as: MERRILL LYNCH WEALTH MANAGEMENT Service code 51 · EIN 13-5674085 1400 MERRILL LYNCH DRIVE · PENNINGTON, NJ 08534 | Investment Mgmt Fees | $72,976 |
HARTMAN & ASSOCIATES3+ years Service code 11 · EIN 32-0000497 | Actuarial | $29,956 |
CALIBRE CPA GROUP PLLC3+ years Service code 10 · EIN 47-0900880 | Accounting | $27,000 |
LIQUOR WORKERS LOCAL 33+ years Filed as: LOCAL 3 UNION Service code 49 · EIN 36-4044987 | Other Services | $12,268 |
Service code 17 · EIN 59-3331424 3030 NORTH ROCKY POINT DRIVE WEST · TAMPA, FL 33607 | Pension Consulting | $5,120 |
FIRST MIDWEST BANK3+ years Service code 18 1 PIERCE PLACE, 1500W · ITASCA, IL 60134 | Custodial (other than securities) | $5,000 |
ELITE ADMINISTRATION3+ years Filed as: ELITE ADMINISTRATION & INSURANCE GR Service code 22 · EIN 36-2238689 | Insurance Broker | $0 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $18,026,966-100.0% | $336,864-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 27.8%-27.8pp | 1.8%-1.8pp |
| Annual return | 5.09% | -1.65%+6.7pp | -3.29%+8.4pp | 0.19%+4.9pp |
| Employer contribution / active EE | $4,869 | $15,083-67.7% | $36,762-86.8% | $13,763-64.6% |
| Participant deferral / active EE | $0 | $32-100.0% | $11-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $6,121-100.0% | $426-100.0% |