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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFIT PLANS ADMINISTRATIVE SVCS Service code 15 · EIN 16-1503696 | Recordkeeping | $59,190 |
Service code 27 · EIN 46-5581996 | Advisory (Plan) | $45,186 |
TRONCONI SEGARRA & ASSOCIATES6+ years Filed as: TRONCONI SEGARRA & ASSOCIATES LLP Service code 10 · EIN 04-3728817 | Accounting | $16,400 |
PDC NO. 4 HEALTH & WELFARE TRUST6+ years Service code 14 · EIN 16-6070541 585 AERO DRIVE · CHEEKTOWAGA, NY 14225 | Plan Administrator | $7,200 |
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 | $41,406 | $91,517-54.8% | $101,275-59.1% | $73,412-43.6% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.8%+24.2pp | 72.2%+27.8pp |
| Annual return | 18.26% | 17.17%+1.1pp | 46.48%-28.2pp | 59.30%-41.0pp |
| Employer contribution / active EE | $2,209 | $2,877-23.2% | $3,660-39.6% | $2,234-1.1% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,371-100.0% | $3,806-100.0% |
| Admin fee / account holder | $243 | $216+12.8% | $5,948-95.9% | $158+54.1% |