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| Provider | Service type | Compensation |
|---|---|---|
PLU NO. 200 WELFARE FUND5+ years Service code 49 · EIN 11-3124836 | Other Services | $61,474 |
THE BANK OF NEW YORK MELLON5+ years Filed as: BANK OF AMERICA Service code 28 · EIN 94-1687665 | Investment Management | $48,673 |
Filed as: PRUDENTIAL RETIREMENT INSURANCE Service code 28 · EIN 06-1050034 | Investment Management | $47,670 |
Service code 28 · EIN 04-2895544 | Investment Management | $40,804 |
INVESCO3 years Service code 28 · EIN 26-6399613 | Investment Management | $31,035 |
QUAN-VEST CONSULTANTS, INC.3 years Filed as: QUAN-VEST CONSULTANTS Service code 51 · EIN 11-2559669 | Investment Mgmt Fees | $23,903 |
BERDON LLP5+ years Service code 10 · EIN 13-0485070 | Accounting | $16,149 |
EIFERT, FRENCH & CO3 years Service code 23 · EIN 13-0662070 | Insurance services | $12,944 |
KMR SYSTEMS CORP3 years Service code 16 · EIN 13-3192128 | Consulting | $7,644 |
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 | $50,716 | $91,517-44.6% | $101,275-49.9% | $73,412-30.9% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.8%+24.2pp | 72.2%+27.8pp |
| Annual return | 3.33% | 17.17%-13.8pp | 46.48%-43.2pp | 59.30%-56.0pp |
| Employer contribution / active EE | $6,778 | $2,877+135.6% | $3,660+85.2% | $2,234+203.4% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,371-100.0% | $3,806-100.0% |
| Admin fee / account holder | $178 | $216-17.7% | $5,948-97.0% | $158+12.5% |