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| Provider | Service type | Compensation |
|---|---|---|
PLU NO. 200 WELFARE FUND1+ years Service code 49 · EIN 11-3124836 | Other Services | $83,223 |
Filed as: PRUDENTIAL RETIREMENT INSURANCE Service code 28 · EIN 06-1050034 | Investment Management | $59,027 |
Service code 28 · EIN 04-2895544 | Investment Management | $34,836 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF AMERICA Service code 28 · EIN 94-1687665 | Investment Management | $30,248 |
Filed as: ARCHER, BYINGTON, GLENNON, & LEVINE Service code 29 · EIN 26-0873462 | Legal | $30,233 |
QUAN-VEST CONSULTANTS, INC.1+ years Service code 28 · EIN 11-2559669 | Investment Management | $26,274 |
INVESCO1+ years Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 26-6399613 | Investment Management | $20,152 |
BERDON LLP1+ years Service code 10 · EIN 13-0485070 | Accounting | $14,759 |
KMR SYSTEMS CORP1+ years Filed as: KMR SYSTEMS INC Service code 49 · EIN 13-3192128 | Other Services | $7,552 |
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 | $49,562 | $57,921-14.4% | $84,753-41.5% | $57,658-14.0% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 70.2%+29.8pp |
| Annual return | 4.11% | 10.24%-6.1pp | 22.78%-18.7pp | 5.13%-1.0pp |
| Employer contribution / active EE | $5,923 | $2,598+128.0% | $3,574+65.7% | $1,974+200.1% |
| Participant deferral / active EE | $0 | $2,742-100.0% | $3,712-100.0% | $3,061-100.0% |
| Admin fee / account holder | $228 | $130+75.9% | $5,333-95.7% | $95+141.3% |