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| Provider | Service type | Compensation |
|---|---|---|
BOLTON PARTNERS, INC.4+ years Filed as: BOLTON PARTNERS NORTHEAST, INC. Service code 11 · EIN 27-3666661 | Actuarial | $31,425 |
ZENITH AMERICAN SOLUTIONS4+ years Service code 13 · EIN 52-1590516 | Contract Administrator | $23,025 |
LINDQUIST LLP4+ years Service code 10 · EIN 52-2385296 | Accounting | $13,127 |
MFOW WELFARE FUND4+ years Service code 15 · EIN 94-1254186 | Recordkeeping | $9,857 |
WRIGHT INVESTORS SERVICE4+ years Service code 28 · EIN 06-0700978 | Investment Management | $9,641 |
TRUCKER HUSS4+ years Service code 29 · EIN 94-3216063 | Legal | $5,732 |
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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 | $114,874-100.0% | $94,563-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 30.8%-30.8pp | 17.9%-17.9pp | 47.4%-47.4pp |
| Annual return | -0.68% | 16.84%-17.5pp | 16.32%-17.0pp | 12.16%-12.8pp |
| Employer contribution / active EE | $11,250 | $40,622-72.3% | $31,806-64.6% | $44,747-74.9% |
| Participant deferral / active EE | $0 | $133-100.0% | $211-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $0 | $0 | $17,640-100.0% |