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| Provider | Service type | Compensation |
|---|---|---|
PLU NO. 200 WELFARE FUND4+ years Service code 49 · EIN 11-3124836 | Other Services | $63,522 |
Filed as: PRUDENTIAL RETIREMENT INSURANCE Service code 28 · EIN 06-1050034 | Investment Management | $62,190 |
Service code 28 · EIN 04-2895544 | Investment Management | $39,147 |
INVESCO2 years Service code 28 · EIN 26-6399613 | Investment Management | $29,410 |
THE BANK OF NEW YORK MELLON4+ years Filed as: BANK OF AMERICA Service code 28 · EIN 94-1687665 | Investment Management | $26,314 |
QUAN-VEST CONSULTANTS, INC.2 years Filed as: QUAN-VEST CONSULTANTS Service code 28 · EIN 11-2559669 | Investment Management | $25,144 |
BERDON LLP4+ years Service code 10 · EIN 13-0485070 | Accounting | $17,735 |
EIFERT, FRENCH & CO2 years Service code 23 · EIN 13-0662070 | Insurance services | $12,395 |
KMR SYSTEMS CORP2 years Service code 16 · EIN 13-3192128 | Consulting | $7,646 |
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 | $51,841 | $66,650-22.2% | $92,915-44.2% | $67,582-23.3% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 71.3%+28.7pp |
| Annual return | 3.82% | 92.64%-88.8pp | 109.45%-105.6pp | 378.57%-374.8pp |
| Employer contribution / active EE | $6,433 | $2,777+131.7% | $3,653+76.1% | $2,148+199.5% |
| Participant deferral / active EE | $0 | $3,160-100.0% | $4,238-100.0% | $3,539-100.0% |
| Admin fee / account holder | $195 | $199-1.9% | $5,796-96.6% | $142+37.2% |