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| Provider | Service type | Compensation |
|---|---|---|
PIERCE, FENNER AND SMITH3+ years Filed as: PIERCE PARK Service code 17 · EIN 51-0311895 300 SOUTH HIGH STREET · WEST CHESTER, PA 510311895 | Pension Consulting | $78,930 |
Service code 13 · EIN 52-1590516 PO BOX 5817 · WALLINGFORD, CT 06492 | Contract Administrator | $45,000 |
Filed as: HOLM & OHARA LLP Service code 32 · EIN 10-6327580 3 WEST 35TH STREET 9TH FLOOR · NEW YORK, NY 10001 | Real estate brokerage | $38,092 |
Filed as: ALLIED WORKERS LU 91 WELFARE FUND Service code 13 · EIN 23-7086241 1024 MCKINLEY STREET · PEEKSKILL, NY 10566 | Contract Administrator | $30,745 |
Service code 22 · EIN 20-8199367 1236 BRACE ROAD UNIT E · CHERRY HILL, NJ 08034 | Insurance Broker | $30,600 |
Service code 21 · EIN 13-6038770 270 PARK AVENUE 2ND FLOOR · NEW YORK, NY 10017 | Bank Trustee | $14,051 |
Filed as: BERARD & ASSOCIATES Service code 10 · EIN 13-3774222 44 PARK AVE · SUFFERN, NY 10901 | Accounting | $12,438 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO Service code 21 211 MAIN STREET - 2ND FLOOR · ANSONIA, CT 06401 | Bank Trustee | $10,387 |
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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 | $23,019-100.0% | $184,886-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 60.0%-60.0pp | 47.1%-47.1pp | 11.3%-11.3pp |
| Annual return | 14.60% | 9.14%+5.5pp | 8.32%+6.3pp | 10.41%+4.2pp |
| Employer contribution / active EE | $26,391 | $9,384+181.2% | $30,793-14.3% | $14,691+79.6% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $212-100.0% | $2,802-100.0% | $2,646-100.0% |