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| Provider | Service type | Compensation |
|---|---|---|
PLU NO. 200 WELFARE FUND8+ years Service code 49 · EIN 11-3124836 | Other Services | $59,399 |
Service code 51 · EIN 04-2895544 | Investment Mgmt Fees | $45,430 |
INVESCO6 years Service code 28 · EIN 26-6399613 | Investment Management | $31,510 |
Filed as: PRUDENTIAL RETIREMENT INSURANCE Service code 28 · EIN 06-1050034 | Investment Management | $29,677 |
QUAN-VEST CONSULTANTS, INC.6 years Filed as: QUAN-VEST CONSULTANTS Service code 28 · EIN 11-2559669 | Investment Management | $21,813 |
Service code 29 · EIN 26-0873462 | Legal | $20,910 |
BERDON LLP8+ years Service code 10 · EIN 13-0485070 | Accounting | $12,546 |
KMR SYSTEMS CORP6 years Service code 49 · EIN 13-3192128 | Other Services | $11,534 |
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 | $46,893 | $93,010-49.6% | $96,515-51.4% | $74,460-37.0% |
| Participation rate | 93.5% | 71.6%+21.9pp | 74.3%+19.2pp | 70.7%+22.8pp |
| Annual return | -0.18% | 37.50%-37.7pp | 35.73%-35.9pp | 34.38%-34.6pp |
| Employer contribution / active EE | $8,530 | $3,427+148.9% | $3,740+128.1% | $2,638+223.4% |
| Participant deferral / active EE | $0 | $3,971-100.0% | $4,880-100.0% | $4,530-100.0% |
| Admin fee / account holder | $134 | $633-78.8% | $6,735-98.0% | $348-61.4% |