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| Provider | Service type | Compensation |
|---|---|---|
PLU NO. 200 WELFARE FUND3+ years Service code 49 · EIN 11-3124836 | Other Services | $62,936 |
Filed as: PRUDENTIAL RETIREMENT INSURANCE Service code 28 · EIN 06-1050034 | Investment Management | $60,852 |
Service code 28 · EIN 04-2895544 | Investment Management | $37,549 |
THE BANK OF NEW YORK MELLON3+ years Filed as: BANK OF AMERICA Service code 28 · EIN 94-1687665 | Investment Management | $30,512 |
INVESCO1 year Service code 28 · EIN 26-6399613 | Investment Management | $29,134 |
Filed as: QUAN-VEST CONSULTANTS Service code 28 · EIN 11-2559669 | Investment Management | $25,184 |
Service code 29 · EIN 26-0873462 | Legal | $18,027 |
EIFERT, FRENCH & CO1 year Service code 23 · EIN 13-0662070 | Insurance services | $14,963 |
BERDON LLP3+ years Service code 10 · EIN 13-0485070 | Accounting | $13,767 |
KMR SYSTEMS CORP1 year Service code 16 · EIN 13-3192128 | Consulting | $7,889 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,172 | $56,443-7.6% | $83,831-37.8% | $55,725-6.4% |
| Participation rate | 100.0% | 72.0%+28.0pp | 76.1%+23.9pp | 70.9%+29.1pp |
| Annual return | 3.34% | 393.67%-390.3pp | 850.99%-847.6pp | 244.93%-241.6pp |
| Employer contribution / active EE | $6,560 | $2,682+144.6% | $3,631+80.7% | $2,078+215.7% |
| Participant deferral / active EE | $0 | $2,965-100.0% | $4,082-100.0% | $3,356-100.0% |
| Admin fee / account holder | $228 | $156+46.0% | $5,479-95.8% | $115+98.0% |