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| Provider | Service type | Compensation |
|---|---|---|
ATHENA ACTURIAL CONSULTING3 years Service code 11 · EIN 61-1979324 | Actuarial | $55,100 |
PLUMBERS & PIPE. LOCAL 25 BENEFIT10+ years Service code 13 · EIN 82-2768063 | Contract Administrator | $47,409 |
LANER MUCHIN10+ years Filed as: LANER MUCHIN LTD Service code 29 · EIN 36-3088463 | Legal | $37,435 |
INVESTMENT CONSULTING GROUP10+ years Service code 27 · EIN 42-1358707 | Advisory (Plan) | $32,000 |
ROMOLO & ASSOCIATES6 years Filed as: ROMOLO & ASSOCIATES, LLC Service code 10 · EIN 84-2885766 | Accounting | $28,525 |
NATIONAL INVESTMENT SERVICES10+ years Service code 28 · EIN 84-3937993 | Investment Management | $28,180 |
BAUM SIGMAN AUERBACH & NEUMAN, LTD10+ years Filed as: BAUM SIGMAN AUERBACH & NEUMAN LTD Service code 29 · EIN 36-2744057 | Legal | $19,123 |
JPMORGAN INVEST HOLDINGS LLC10+ years Filed as: CHEVY CHASE TRUST COMPANY Service code 20 · EIN 52-2037618 | Investment management; Trustee (bank,... | $12,066 |
QUAD CITY BANK & TRUST10+ years Service code 19 · EIN 42-1410409 | Securities Custodian | $6,000 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $33,520-100.0% | $201,416-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 2.1%-2.1pp |
| Annual return | 6.55% | 11.01%-4.5pp | 8.10%-1.5pp | 7.65%-1.1pp |
| Employer contribution / active EE | $19,821 | $13,413+47.8% | $28,649-30.8% | $20,582-3.7% |
| Participant deferral / active EE | $0 | $0 | $10-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $60,136-100.0% | $193-100.0% |