| Provider | Service type | Compensation |
|---|---|---|
BTT INTERNATIONAL PENSION FUND3+ years Service code 13 · EIN 52-6127745 | Contract Administrator | $296,843 |
COMERICA BANK3+ years Filed as: COMERICA Service code 19 · EIN 42-1741646 | Securities Custodian | $82,328 |
AFL-CIO HOUSING INVESTMENT TRUST3+ years Filed as: AFL-CIO HOUSING Service code 28 · EIN 52-6220193 | Investment Management | $32,739 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO Service code 19 · EIN 94-1347393 | Securities Custodian | $18,885 |
CALIBRE CPA GROUP PLLC3+ years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $18,500 |
O'DWYER & BERNSTEIN, LLP3+ years Filed as: O'DWYER & BERNSTIEN, LLP Service code 29 · EIN 13-5286665 | Legal | $17,500 |
EBERTS & HARRISON3+ years Service code 22 · EIN 52-0816262 | Insurance Broker | $11,436 |
CHEIRON3+ years Filed as: CHEIRON, INC. Service code 11 · EIN 13-4215617 | Actuarial | $6,286 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,915 | $54,788-83.7% | $92,240-90.3% | $80,976-89.0% |
| Participation rate | 98.0% | 77.1%+20.9pp | 76.5%+21.5pp | 68.3%+29.8pp |
| Annual return | 12.98% | 13.07%-0.1pp | 176.29%-163.3pp | 22.91%-9.9pp |
| Employer contribution / active EE | $849 | $3,430-75.2% | $3,680-76.9% | $2,402-64.7% |
| Participant deferral / active EE | $15 | $2,438-99.4% | $3,897-99.6% | $3,848-99.6% |
| Admin fee / account holder | $26 | $96-73.0% | $5,194-99.5% | $67-61.6% |