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| Provider | Service type | Compensation |
|---|---|---|
IBEW LOCAL UNION 4901+ years Service code 10 · EIN 02-6075267 | Accounting | $45,000 |
STANCORP FINANCIAL GROUP1+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $44,735 |
LEONE, MCDONNELL & ROBERTS1+ years Filed as: LEONE, MCDONNELL AND ROBERTS CPA Service code 10 · EIN 02-0417217 | Accounting | $27,185 |
PENSION FUND EVALUATIONS, INC.1+ years Filed as: PENSION FUND EVALUATIONS Service code 10 · EIN 11-2503982 | Accounting | $11,667 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,235 | $57,921-39.2% | $84,751-58.4% | $57,658-38.9% |
| Participation rate | 92.7% | 72.9%+19.8pp | 76.6%+16.2pp | 70.2%+22.5pp |
| Annual return | -2.10% | 10.24%-12.3pp | 22.78%-24.9pp | 5.13%-7.2pp |
| Employer contribution / active EE | $2,458 | $2,598-5.4% | $3,574-31.2% | $1,974+24.6% |
| Participant deferral / active EE | $0 | $2,742-100.0% | $3,712-100.0% | $3,061-100.0% |
| Admin fee / account holder | $200 | $130+53.9% | $5,333-96.3% | $95+111.1% |