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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS7+ years Service code 13 · EIN 52-1590516 | Contract Administrator | $29,498 |
FOSTER & FOSTER3 years Filed as: FOSTER AND FOSTER Service code 11 · EIN 59-1921114 | Actuarial | $28,725 |
WRIGHT INVESTORS SERVICE1 year Filed as: WRIGHT INVESTORS Service code 28 · EIN 06-1444342 | Investment Management | $13,000 |
WITHUMSMITH+BROWN, PC1 year Service code 10 · EIN 22-2027092 | Accounting | $12,200 |
MFOW WELFARE FUND1 year Filed as: MFOW - WELFARE FUND Service code 15 · EIN 94-1254186 | Recordkeeping | $10,083 |
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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 | $350,051-100.0% | - | $350,051-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 44.5%-44.5pp |
| Annual return | -7.73% | -7.28%-0.4pp | 22.50%-30.2pp | -14.65%+6.9pp |
| Employer contribution / active EE | $145,332 | $42,083+245.3% | $33,849+329.4% | $46,321+213.7% |
| Participant deferral / active EE | $0 | $13-100.0% | $101-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $14,582-100.0% | - | $14,582-100.0% |