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| Provider | Service type | Compensation |
|---|---|---|
BOLTON PARTNERS, INC.3+ years Filed as: BOLTON PARTNERS NORTHEAST, INC. Service code 11 · EIN 27-3666661 | Actuarial | $33,900 |
ZENITH AMERICAN SOLUTIONS3+ years Service code 13 · EIN 52-1590516 | Contract Administrator | $17,614 |
LINDQUIST LLP3+ years Service code 10 · EIN 52-2385296 | Accounting | $14,913 |
MFOW WELFARE FUND3+ years Service code 15 · EIN 94-1254186 | Recordkeeping | $9,778 |
WRIGHT INVESTORS SERVICE3+ years Service code 28 · EIN 06-0700978 | Investment Management | $5,683 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $223,684-100.0% | $280,855-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 29.2%-29.2pp | 21.6%-21.6pp | 46.4%-46.4pp |
| Annual return | -3.26% | -1.44%-1.8pp | -0.70%-2.6pp | -82.66%+79.4pp |
| Employer contribution / active EE | $6,750 | $37,071-81.8% | $28,903-76.6% | $43,771-84.6% |
| Participant deferral / active EE | $0 | $77-100.0% | $148-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $2,223-100.0% | $1,852-100.0% | $11,204-100.0% |