| Provider | Service type | Compensation |
|---|---|---|
BTT INTERNATIONAL PENSION FUND8+ years Service code 13 · EIN 52-6127745 | Contract Administrator | $403,977 |
AFL-CIO HOUSING INVESTMENT TRUST8+ years Filed as: AFL-CIO HOUSING Service code 28 · EIN 52-6220193 | Investment Management | $35,567 |
Filed as: PRINCIPAL FINANCIAL GROUP Service code 19 · EIN 42-1520346 | Securities Custodian | $30,232 |
CALIBRE CPA GROUP PLLC8+ years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $20,450 |
EBERTS & HARRISON8+ years Service code 22 · EIN 52-0816262 | Insurance Broker | $16,873 |
O'DWYER & BERNSTEIN, LLP8+ years Filed as: O'DWYER & BERNSTIEN, LLP Service code 29 · EIN 13-5286665 | Legal | $15,750 |
COMERICA BANK5 years Service code 19 · EIN 38-1998421 | Securities Custodian | $12,763 |
CHEIRON8+ years Filed as: CHEIRON, INC. Service code 11 · EIN 13-4215617 | Actuarial | $6,924 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer 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 | $9,309 | $51,785-82.0% | $112,270-91.7% | $89,433-89.6% |
| Participation rate | 99.2% | 82.2%+17.1pp | 75.1%+24.1pp | 71.3%+27.9pp |
| Annual return | -12.90% | -11.06%-1.8pp | 27.49%-40.4pp | -11.88%-1.0pp |
| Employer contribution / active EE | $883 | $3,782-76.7% | $3,635-75.7% | $3,021-70.8% |
| Participant deferral / active EE | $20 | $3,425-99.4% | $4,729-99.6% | $5,125-99.6% |
| Admin fee / account holder | $27 | $102-72.9% | $6,411-99.6% | $79-65.4% |