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| Provider | Service type | Compensation |
|---|---|---|
BOLTON PARTNERS, INC.1+ years Filed as: BOLTON PARTNERS NORTHEAST, INC. Service code 11 · EIN 27-3666661 | Actuarial | $27,940 |
ZENITH AMERICAN SOLUTIONS1+ years Service code 13 · EIN 52-1590516 | Contract Administrator | $15,942 |
LINDQUIST LLP1+ years Service code 10 · EIN 52-2385296 | Accounting | $15,213 |
MFOW WELFARE FUND1+ years Service code 15 · EIN 94-1254186 | Recordkeeping | $9,809 |
TRUCKER HUSS1+ years Service code 29 · EIN 94-3216063 | Legal | $7,599 |
WRIGHT INVESTORS SERVICE1+ years Service code 28 · EIN 06-0700978 | Investment Management | $5,506 |
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Employer contribution per participant 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 | $442,730-100.0% | $442,730-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 28.6%-28.6pp | 12.5%-12.5pp | 45.6%-45.6pp |
| Annual return | 2.11% | 4.44%-2.3pp | 4.72%-2.6pp | 4.16%-2.1pp |
| Employer contribution / active EE | $5,400 | $41,495-87.0% | $30,821-82.5% | $42,918-87.4% |
| Participant deferral / active EE | $0 | $16-100.0% | $113-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $2,146-100.0% | $2,146-100.0% | $21,465-100.0% |