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| Provider | Service type | Compensation |
|---|---|---|
ALLIED WORKERS LU 91 WELFARE FD1+ years Service code 13 · EIN 23-7086241 1024 MCKINLEY STREET · PEEKSKILL, NY 10566 | Contract Administrator | $73,624 |
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 | $71,602 |
O'SULLIVAN ASSOCIATES1+ years Filed as: O'SULLIVAN ASSOCIATES INC. Service code 22 · EIN 20-8199367 1236 BRACE ROAD UNIT E · CHERRY HILL, NJ 08034 | Insurance Broker | $34,050 |
HOLM & O'HARA1+ years Filed as: HOLM & O'HARA LLP Service code 22 · EIN 10-6327580 3 WEST 35TH STREET, 9TH FLOOR · NEW YORK, NY 10001 | Insurance Broker | $25,781 |
KORN ROSENBAUM LLP1+ years Service code 10 · EIN 13-2839140 26 FIREMENS MEMORIAL DRIVE, STE 110 · POMONA, NY 10970 | Accounting | $12,690 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO BANK Service code 21 · EIN 94-1347393 211 MAIN STREET - 2ND FLOOR · ANSONIA, CT 06401 | Bank Trustee | $9,824 |
KMR SYSTEMS CORP1+ years Filed as: KMR SYSTEMS CORPORATION Service code 16 · EIN 13-3192128 6800 JERICHO TURNPIKE STE 207E · SYOSSET, NY 11797 | Consulting | $6,356 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $45,891-100.0% | $115,244-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 25.0%-25.0pp | 33.3%-33.3pp | 15.7%-15.7pp |
| Annual return | -0.23% | -2.03%+1.8pp | -1.61%+1.4pp | -7.14%+6.9pp |
| Employer contribution / active EE | $24,817 | $10,054+146.8% | $30,840-19.5% | $14,613+69.8% |
| Participant deferral / active EE | $0 | $0 | $41-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $0 | $3,433-100.0% | $1,191-100.0% |