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| Provider | Service type | Compensation |
|---|---|---|
PLU NO. 200 WELFARE FUND2+ years Service code 49 · EIN 11-3124836 | Other Services | $73,548 |
Filed as: PRUDENTIAL RETIREMNT INSURANCE Service code 28 · EIN 06-1050034 | Investment Management | $59,911 |
Service code 28 · EIN 04-2895544 | Investment Management | $35,954 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BANK OF AMERICA Service code 28 · EIN 94-1687665 | Investment Management | $31,678 |
INVESCO2+ years Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 26-6399613 | Investment Management | $27,811 |
QUAN-VEST CONSULTANTS, INC.2+ years Service code 28 · EIN 11-2559669 | Investment Management | $25,617 |
Service code 29 · EIN 26-0873462 | Legal | $15,323 |
BERDON LLP2+ years Service code 10 · EIN 13-0485070 | Accounting | $14,048 |
KMR SYSTEMS CORP2+ years Filed as: KMR SYSTEMS INC Service code 49 · EIN 13-3192128 | Other Services | $7,683 |
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 | $53,296 | $60,545-12.0% | $92,240-42.2% | $69,631-23.5% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.5%+23.5pp | 70.7%+29.3pp |
| Annual return | 3.46% | 19.71%-16.3pp | 176.29%-172.8pp | 27571.02%-27567.6pp |
| Employer contribution / active EE | $6,250 | $2,633+137.3% | $3,680+69.8% | $2,032+207.5% |
| Participant deferral / active EE | $0 | $2,828-100.0% | $3,897-100.0% | $3,224-100.0% |
| Admin fee / account holder | $234 | $145+61.8% | $5,194-95.5% | $110+112.1% |