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| Provider | Service type | Compensation |
|---|---|---|
FOSTER & FOSTER1 year Filed as: FOSTER AND FOSTER Service code 11 · EIN 59-1921114 | Actuarial | $37,025 |
ZENITH AMERICAN SOLUTIONS5+ years Service code 13 · EIN 52-1590516 | Contract Administrator | $22,612 |
LINDQUIST LLP5+ years Service code 10 · EIN 52-2385296 | Accounting | $16,265 |
WRIGHT INVESTORS SERVICE5+ years Service code 28 · EIN 06-1444342 | Investment Management | $12,000 |
MFOW WELFARE FUND5+ years Service code 15 · EIN 94-1254186 | Recordkeeping | $9,714 |
TRUCKER HUSS5+ years Service code 29 · EIN 94-3216063 | Legal | $7,065 |
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Annual investment return 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 | $142,100-100.0% | $353,945-100.0% | $254,510-100.0% |
| Participation rate | 0.0% | 33.3%-33.3pp | 20.8%-20.8pp | 43.0%-43.0pp |
| Annual return | -2.88% | 9.86%-12.7pp | 10.57%-13.4pp | 259.14%-262.0pp |
| Employer contribution / active EE | $56,496 | $37,630+50.1% | $29,483+91.6% | $41,471+36.2% |
| Participant deferral / active EE | $0 | $54-100.0% | $150-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $505-100.0% | $2,009-100.0% | $21,546-100.0% |