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| Provider | Service type | Compensation |
|---|---|---|
LABOR TRUST SERVICES, INC.2 years Service code 10 · EIN 92-0034888 | Accounting | $170,263 |
CHEIRON2 years Filed as: CHEIRON, INC. Service code 11 · EIN 13-4215617 | Actuarial | $92,190 |
VERUS4 years Service code 27 · EIN 91-1320111 | Advisory (Plan) | $75,000 |
Filed as: JERMAIN, DUNNAGAN & OWENS, P.C. Service code 29 · EIN 92-0116216 | Legal | $66,196 |
Service code 28 · EIN 91-1042342 | Investment Management | $64,376 |
MMA SECURITIES LLC2 years Filed as: MARSH & MCLENNAN AGENCY LLC Service code 22 1301 5TH AVENUE, SUITE 1900 · SEATTLE, WA 98101 | Insurance Broker | $34,606 |
ANASTASI, MOORE & MARTIN, PLLC5+ years Service code 10 · EIN 20-8149084 | Accounting | $21,058 |
Filed as: WELFARE & PENSION ADMIN SERV, INC. Service code 10 · EIN 91-1363171 | Accounting | $16,655 |
Filed as: U.S. BANK Service code 19 · EIN 31-0841368 | Securities Custodian | $14,267 |
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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 | $409,661-100.0% | $165,322-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.5%-32.5pp | 1.7%-1.7pp |
| Annual return | 4.14% | 6.95%-2.8pp | 8.01%-3.9pp | 627.08%-622.9pp |
| Employer contribution / active EE | $15,266 | $11,635+31.2% | $29,475-48.2% | $18,824-18.9% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $637-100.0% | $1,923-100.0% |