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| Provider | Service type | Compensation |
|---|---|---|
DELOITTE & TOUCHE LLP1+ years Filed as: DELOITTE CONSULTING Service code 11 · EIN 06-1454513 | Actuarial | $55,640 |
PLUMBERS LOCAL UNION NO. 6901+ years Filed as: PLUMBERS & PIPE. LOCAL 25 BENEFIT Service code 13 · EIN 47-1064332 | Contract Administrator | $36,880 |
INVESTMENT CONSULTING GROUP1+ years Service code 27 5117 JERSEY RIDGE RD · DAVENPORT, IA 52807 | Advisory (Plan) | $27,500 |
NATIONAL INVESTMENT SERVICES1+ years Service code 28 · EIN 80-0169636 | Investment Management | $24,160 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: CHEVY CHASE TRUST COMPANY Service code 51 · EIN 52-2037618 | Investment Mgmt Fees | $20,387 |
Filed as: BAUM SIGMAN AUERBACH & NEUMAN LTD Service code 29 · EIN 36-2744057 | Legal | $20,062 |
ROMOLO & ASSOCIATES1+ years Service code 10 · EIN 37-1077733 | Accounting | $17,064 |
QUAD CITY BANK & TRUST1+ years Service code 19 · EIN 42-1410409 | Securities Custodian | $6,000 |
LANER MUCHIN1+ years Filed as: LANER MUCHIN LTD Service code 29 515 N STATE STREET, SUITE 2800 · CHICAGO, IL 60654 | Legal | $5,374 |
NEWTOWER TRUST COMPANY1+ years Filed as: NEW TOWER TRUST COMPANY Service code 52 · EIN 30-0872552 | Indirect Investment Fees | $0 |
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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 | $211,396-100.0% | $115,244-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.3%-33.3pp | 4.3%-4.3pp |
| Annual return | -1.08% | -1.83%+0.8pp | -1.61%+0.5pp | 2.81%-3.9pp |
| Employer contribution / active EE | $15,795 | $9,208+71.5% | $30,840-48.8% | $16,358-3.4% |
| Participant deferral / active EE | $0 | $0 | $41-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $1,639-100.0% | $3,433-100.0% | $1,639-100.0% |