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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFIT PLANS ADMINISTRATIVE SVCS Service code 15 · EIN 16-1503696 | Recordkeeping | $47,838 |
Service code 27 · EIN 46-5581996 | Advisory (Plan) | $29,238 |
TRONCONI SEGARRA & ASSOCIATES3+ years Filed as: TRONCONI SEGARRA & ASSOCIATES LLP Service code 10 · EIN 04-3728817 | Accounting | $17,750 |
PDC NO. 4 HEALTH & WELFARE TRUST3+ 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 | Legal | $5,016 |
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 | $39,494 | $60,545-34.8% | $92,240-57.2% | $69,631-43.3% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.5%+23.5pp | 70.7%+29.3pp |
| Annual return | 19.66% | 19.71%0pp | 176.29%-156.6pp | 27571.02%-27551.4pp |
| Employer contribution / active EE | $2,639 | $2,633+0.2% | $3,680-28.3% | $2,032+29.9% |
| Participant deferral / active EE | $0 | $2,828-100.0% | $3,897-100.0% | $3,224-100.0% |
| Admin fee / account holder | $178 | $145+22.8% | $5,194-96.6% | $110+61.0% |