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| Provider | Service type | Compensation |
|---|---|---|
PLU NO. 200 WELFARE FUND6+ years Service code 49 · EIN 11-3124836 | Other Services | $57,788 |
Filed as: PRUDENTIAL RETIREMENT INSURANCE Service code 28 · EIN 06-1050034 | Investment Management | $48,715 |
Service code 28 · EIN 04-2895544 | Investment Management | $40,804 |
INVESCO4 years Service code 28 · EIN 26-6399613 | Investment Management | $34,696 |
THE BANK OF NEW YORK MELLON6+ years Filed as: BANK OF AMERICA Service code 28 · EIN 94-1687665 | Investment Management | $29,283 |
QUAN-VEST CONSULTANTS, INC.4 years Filed as: QUAN-VEST CONSULTANTS Service code 28 · EIN 11-2559669 | Investment Management | $21,222 |
BERDON LLP6+ years Service code 10 · EIN 13-0485070 | Accounting | $16,812 |
KMR SYSTEMS CORP4 years Service code 49 · EIN 13-3192128 | Other Services | $7,646 |
Service code 29 · EIN 26-0873462 | Legal | $6,381 |
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 | $50,415 | $78,275-35.6% | $109,173-53.8% | $86,821-41.9% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.9%+24.1pp | 72.3%+27.7pp |
| Annual return | 4.74% | 19.14%-14.4pp | 25.75%-21.0pp | 97.94%-93.2pp |
| Employer contribution / active EE | $6,650 | $3,105+114.2% | $3,723+78.6% | $2,406+176.4% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,654-100.0% | $4,132-100.0% |
| Admin fee / account holder | $151 | $198-24.1% | $6,755-97.8% | $170-11.2% |