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| Provider | Service type | Compensation |
|---|---|---|
PLU NO. 200 WELFARE FUND10+ years Service code 49 · EIN 11-3124836 | Other Services | $56,912 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 28 · EIN 06-1050034 | Investment Management | $55,324 |
INTERCONTINENTAL REAL ESTATE CORP10+ years Service code 28 · EIN 04-2895544 | Investment Management | $48,237 |
INVESCO8 years Service code 28 · EIN 26-6399613 | Investment Management | $34,816 |
Service code 29 · EIN 26-0873462 | Legal | $19,050 |
QUAN-VEST CONSULTANTS, INC.8 years Filed as: QUAN-VEST CONSULTANTS Service code 28 · EIN 11-2559669 | Investment Management | $18,720 |
CITRIN COOPERMAN2 years Filed as: CITRIN COOPERMAN & COMPANY LLP Service code 10 · EIN 22-2428965 | Accounting | $9,021 |
KMR SYSTEMS CORP8 years Service code 49 · EIN 13-3192128 | Other Services | $8,642 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,988 | $92,224-45.8% | $105,223-52.5% | $79,634-37.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.0%+25.0pp | 62.5%+37.5pp |
| Annual return | 3.85% | 88.65%-84.8pp | 180.65%-176.8pp | 36.46%-32.6pp |
| Employer contribution / active EE | $8,151 | $3,965+105.6% | $3,689+121.0% | $2,529+222.3% |
| Participant deferral / active EE | $0 | $3,834-100.0% | $5,072-100.0% | $3,835-100.0% |
| Admin fee / account holder | $146 | $1,121-86.9% | $8,859-98.3% | $1,002-85.4% |