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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 | $86,882-42.5% | $150,734-66.8% | $69,255-27.8% |
| Participation rate | 100.0% | 84.3%+15.7pp | 78.4%+21.6pp | 69.0%+31.0pp |
| Annual return | 3.85% | 10.69%-6.8pp | 600.81%-597.0pp | 26.73%-22.9pp |
| Employer contribution / active EE | $8,151 | $5,194+56.9% | $4,918+65.7% | $2,645+208.1% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $5,610-100.0% | $2,890-100.0% |
| Admin fee / account holder | $146 | $630-76.8% | $14,905-99.0% | $733-80.0% |