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| Provider | Service type | Compensation |
|---|---|---|
CORNELL POCHILY INVESTMENT ADVISORS10+ years Service code 27 · EIN 26-1694165 | Advisory (Plan) | $198,969 |
LOCAL 1102 RWDSU8 years Filed as: LOCAL 785 PENSION FUND Service code 49 · EIN 16-6062418 | Other Services | $29,785 |
BONADIO & CO., LLP10+ years Service code 10 · EIN 16-1131146 | Accounting | $25,938 |
LOCAL 1102 RWDSU5 years Filed as: LOCAL 785 BUILDING CORPORATION Service code 49 622 W. STATE STREET · ITHACA, NY 14850 | Other Services | $7,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,960 | $82,979-53.0% | $102,412-62.0% | $77,736-49.9% |
| Participation rate | 100.0% | 71.5%+28.5pp | 74.5%+25.5pp | 70.6%+29.4pp |
| Annual return | 11.32% | 19.11%-7.8pp | 24.94%-13.6pp | 31.26%-19.9pp |
| Employer contribution / active EE | $4,503 | $3,554+26.7% | $3,870+16.4% | $2,728+65.1% |
| Participant deferral / active EE | $0 | $4,109-100.0% | $5,060-100.0% | $4,651-100.0% |
| Admin fee / account holder | $330 | $639-48.4% | $8,388-96.1% | $433-23.9% |