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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFIT PLANS ADMINISTRATIVE SVCS Service code 15 · EIN 16-1503696 3401 MASONS MILL ROAD, STE 601 · HUNTINGDON VALLEY, PA 19006 | Recordkeeping | $28,838 |
TRONCONI SEGARRA & ASSOCIATES2+ years Filed as: TRONCONI SEGARRA & ASSOCIATES LLP Service code 10 · EIN 04-3728817 8321 MAIN STREET · WILLIAMSVILLE, NY 14221 | Accounting | $20,011 |
PDC NO. 4 HEALTH & WELFARE TRUST2+ years Service code 14 · EIN 16-6070541 585 AERO DRIVE · CHEEKTOWAGA, NY 14225 | Plan Administrator | $7,200 |
Filed as: LIPSITZ GREEN SCIME CAMBRIA LLP Service code 29 · EIN 16-0905097 42 DELAWARE AVENEUE · BUFFALO, NY 14202 | Legal | $6,397 |
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 | $20,768 | $57,921-64.1% | $84,753-75.5% | $57,658-64.0% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 70.2%+29.8pp |
| Annual return | 4.51% | 10.24%-5.7pp | 22.78%-18.3pp | 5.13%-0.6pp |
| Employer contribution / active EE | $2,149 | $2,598-17.3% | $3,574-39.9% | $1,974+8.9% |
| Participant deferral / active EE | $0 | $2,742-100.0% | $3,712-100.0% | $3,061-100.0% |
| Admin fee / account holder | $94 | $130-27.8% | $5,333-98.2% | $95-1.0% |