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| Provider | Service type | Compensation |
|---|---|---|
TRONCONI SEGARRA & ASSOCIATES1+ years Filed as: TRONCONI SEGARRA & ASSOCIATES LLP Service code 10 · EIN 04-3728817 8321 MAIN STREET · WILLIAMSVILLE, NY 14221 | Accounting | $18,113 |
PDC NO. 4 HEALTH & WELFARE TRUST1+ years Service code 14 · EIN 16-6070541 585 AERO DRIVE · CHEEKTOWAGA, NY 14225 | Plan Administrator | $7,200 |
Filed as: BENEFIT PLANS ADMINISTRATIVE SVCS Service code 15 · EIN 16-1503696 3401 MASONS MILL ROAD, STE 601 · HUNTINGDON VALLEY, PA 19006 | Recordkeeping | $4,149 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,794 | $50,498-58.8% | $75,784-72.6% | $55,191-62.3% |
| Participation rate | 100.0% | 69.4%+30.6pp | 75.8%+24.2pp | 69.2%+30.8pp |
| Annual return | -2.78% | 1.80%-4.6pp | 9.68%-12.5pp | 10.78%-13.6pp |
| Employer contribution / active EE | $2,278 | $2,291-0.6% | $3,323-31.5% | $1,899+20.0% |
| Participant deferral / active EE | $0 | $2,589-100.0% | $3,652-100.0% | $3,046-100.0% |
| Admin fee / account holder | $62 | $123-49.7% | $5,300-98.8% | $91-31.8% |