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| Provider | Service type | Compensation |
|---|---|---|
PIERCE, FENNER AND SMITH1+ years Filed as: PIERCE PARK Service code 17 · EIN 51-0311895 300 SOUTH HIGH STREET · WEST CHESTER, PA 19382 | Pension Consulting | $27,931 |
HOLM & O'HARA1+ years Filed as: HOLM & O'HARA LLP Service code 22 · EIN 13-3591118 3 WEST 35TH STREET, 9TH FLOOR · NEW YORK, NY 10001 | Insurance Broker | $13,224 |
KORN ROSENBAUM LLP1+ years Service code 28 · EIN 13-2839140 26 FIREMENS MEMORIAL DRIVE STE 110 · POMONA, NY 10970 | Investment Management | $11,678 |
ALLIED WORKERS LU 91 WELFARE FD1+ years Service code 13 · EIN 23-7086241 1024 MCKINLEY STREET · PEEKSKILL, NY 10566 | Contract Administrator | $5,601 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 28 · EIN 22-1211670 | Investment Management | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,391 | $50,464+43.5% | $75,784-4.5% | $52,331+38.3% |
| Participation rate | 100.0% | 66.8%+33.2pp | 75.8%+24.2pp | 68.1%+31.9pp |
| Annual return | -1.03% | 1.03%-2.1pp | 9.68%-10.7pp | 4.54%-5.6pp |
| Employer contribution / active EE | $6,738 | $1,988+238.9% | $3,323+102.7% | $1,882+258.1% |
| Participant deferral / active EE | $0 | $2,570-100.0% | $3,652-100.0% | $3,022-100.0% |
| Admin fee / account holder | $473 | $1,103-57.1% | $5,300-91.1% | $592-20.1% |