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| Provider | Service type | Compensation |
|---|---|---|
WITHUMSMITH+BROWN, PC4 years Service code 10 · EIN 22-2027092 | Accounting | $30,022 |
FOSTER & FOSTER6 years Filed as: FOSTER AND FOSTER Service code 11 · EIN 59-1921114 | Actuarial | $28,600 |
ZENITH AMERICAN SOLUTIONS10+ years Service code 13 · EIN 52-1590516 | Contract Administrator | $20,040 |
TRUCKER HUSS10+ years Service code 29 · EIN 94-3219093 | Legal | $13,740 |
WRIGHT INVESTORS SERVICE3 years Filed as: WRIGHT INVESTORS' SERVICE, INC. Service code 28 · EIN 06-1444342 | Investment Management | $13,000 |
MFOW WELFARE FUND10+ years Service code 15 · EIN 94-1254186 | Recordkeeping | $10,225 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $422,293-100.0% | - | $422,293-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 34.7%-34.7pp |
| Annual return | -7.81% | 15.10%-22.9pp | 19.79%-27.6pp | 12.28%-20.1pp |
| Employer contribution / active EE | $155,649 | $35,103+343.4% | $30,350+412.8% | $34,589+350.0% |
| Participant deferral / active EE | $0 | $53-100.0% | $72-100.0% | $93-100.0% |
| Admin fee / account holder | $0 | $47,656-100.0% | - | $47,656-100.0% |