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| Provider | Service type | Compensation |
|---|---|---|
BOLTON PARTNERS, INC.2+ years Filed as: BOLTON PARTNERS NORTHEAST, INC. Service code 11 · EIN 27-3666661 | Actuarial | $33,900 |
ZENITH AMERICAN SOLUTIONS2+ years Service code 13 · EIN 52-1590516 | Contract Administrator | $17,425 |
LINDQUIST LLP2+ years Service code 10 · EIN 52-2385296 | Accounting | $15,847 |
MFOW WELFARE FUND2+ years Service code 15 · EIN 94-1254186 | Recordkeeping | $10,196 |
WRIGHT INVESTORS SERVICE2+ years Service code 28 · EIN 06-0700978 | Investment Management | $7,508 |
TRUCKER HUSS2+ years Service code 29 · EIN 94-3216063 | Legal | $6,060 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $85,985-100.0% | $85,985-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 41.7%-41.7pp | 19.2%-19.2pp | 45.9%-45.9pp |
| Annual return | -3.16% | 15.47%-18.6pp | 14.20%-17.4pp | 10.21%-13.4pp |
| Employer contribution / active EE | $6,750 | $36,160-81.3% | $27,968-75.9% | $42,272-84.0% |
| Participant deferral / active EE | $0 | $606-100.0% | $576-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $6,028-100.0% | $6,028-100.0% | $13,518-100.0% |