| Provider | Service type | Compensation |
|---|---|---|
BTT INTERNATIONAL PENSION FUND2+ years Service code 13 · EIN 52-6127745 | Contract Administrator | $268,890 |
COMERICA BANK2+ years Filed as: COMERICA Service code 19 · EIN 42-1741646 | Securities Custodian | $58,333 |
AFL-CIO HOUSING INVESTMENT TRUST2+ years Filed as: AFL-CIO HOUSING Service code 28 · EIN 52-6220193 | Investment Management | $33,038 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO Service code 19 · EIN 94-1347393 | Securities Custodian | $18,885 |
CALIBRE CPA GROUP PLLC2+ years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $18,500 |
O'DWYER & BERNSTEIN, LLP2+ years Filed as: O'DWYER & BERNSTIEN, LLP Service code 29 · EIN 13-5286665 | Legal | $18,250 |
EBERTS & HARRISON2+ years Service code 22 · EIN 52-0816262 | Insurance Broker | $10,780 |
CHEIRON2+ years Filed as: CHEIRON, INC. Service code 11 · EIN 13-4215617 | Actuarial | $6,162 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,199 | $51,897-84.2% | $84,753-90.3% | $329,111-97.5% |
| Participation rate | 97.4% | 73.2%+24.2pp | 76.6%+20.8pp | 67.9%+29.5pp |
| Annual return | 6.30% | 11.82%-5.5pp | 22.78%-16.5pp | 16.35%-10.1pp |
| Employer contribution / active EE | $964 | $3,022-68.1% | $3,574-73.0% | $2,303-58.2% |
| Participant deferral / active EE | $13 | $2,346-99.4% | $3,712-99.6% | $3,682-99.6% |
| Admin fee / account holder | $24 | $97-75.1% | $5,333-99.5% | $754-96.8% |