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| Provider | Service type | Compensation |
|---|---|---|
PLU NO. 200 WELFARE FUND10+ years Service code 49 · EIN 11-3124836 | Other Services | $56,912 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 28 · EIN 06-1050034 | Investment Management | $55,324 |
INTERCONTINENTAL REAL ESTATE CORP10+ years Service code 28 · EIN 04-2895544 | Investment Management | $48,237 |
INVESCO8 years Service code 28 · EIN 26-6399613 | Investment Management | $34,816 |
Service code 29 · EIN 26-0873462 | Legal | $19,050 |
QUAN-VEST CONSULTANTS, INC.8 years Filed as: QUAN-VEST CONSULTANTS Service code 28 · EIN 11-2559669 | Investment Management | $18,720 |
CITRIN COOPERMAN2 years Filed as: CITRIN COOPERMAN & COMPANY LLP Service code 10 · EIN 22-2428965 | Accounting | $9,021 |
KMR SYSTEMS CORP8 years Service code 49 · EIN 13-3192128 | Other Services | $8,642 |
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 | $49,988 | $77,788-35.7% | $119,126-58.0% | $64,728-22.8% |
| Participation rate | 100.0% | 69.4%+30.6pp | 75.8%+24.2pp | 57.9%+42.1pp |
| Annual return | 3.85% | 13.19%-9.3pp | 282.11%-278.3pp | 49.38%-45.5pp |
| Employer contribution / active EE | $8,151 | $4,031+102.2% | $4,034+102.1% | $2,243+263.4% |
| Participant deferral / active EE | $0 | $2,599-100.0% | $5,318-100.0% | $2,729-100.0% |
| Admin fee / account holder | $146 | $1,365-89.3% | $10,693-98.6% | $1,145-87.2% |