| Provider | Service type | Compensation |
|---|---|---|
BTT INTERNATIONAL PENSION FUND6+ years Service code 13 · EIN 52-6127745 | Contract Administrator | $360,666 |
AFL-CIO HOUSING INVESTMENT TRUST6+ years Filed as: AFL-CIO HOUSING Service code 28 · EIN 52-6220193 | Investment Management | $29,817 |
CALIBRE CPA GROUP PLLC6+ years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $19,600 |
EBERTS & HARRISON6+ years Service code 22 · EIN 52-0816262 | Insurance Broker | $16,691 |
O'DWYER & BERNSTEIN, LLP6+ years Filed as: O'DWYER & BERNSTIEN, LLP Service code 29 · EIN 13-5286665 | Legal | $16,250 |
CHEIRON6+ years Filed as: CHEIRON, INC. Service code 11 · EIN 13-4215617 | Actuarial | $6,596 |
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 | $10,724 | $52,155-79.4% | $101,275-89.4% | $106,273-89.9% |
| Participation rate | 95.2% | 81.2%+14.0pp | 75.8%+19.4pp | 70.8%+24.4pp |
| Annual return | 9.30% | 13.07%-3.8pp | 46.46%-37.2pp | 21.70%-12.4pp |
| Employer contribution / active EE | $811 | $3,414-76.2% | $3,660-77.8% | $2,722-70.2% |
| Participant deferral / active EE | $17 | $2,716-99.4% | $4,370-99.6% | $4,601-99.6% |
| Admin fee / account holder | $27 | $102-73.0% | $5,948-99.5% | $78-65.0% |