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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 26-1694165 | Advisory (Plan) | $198,648 |
LOCAL 1102 RWDSU4 years Filed as: LOCAL 785 PENSION FUND Service code 50 · EIN 16-6062418 | Direct Payment | $24,461 |
BONADIO & CO., LLP6+ years Service code 50 · EIN 16-1131146 | Direct Payment | $23,883 |
Filed as: LIPSITZ GREEN SCIME CAMBRIA, LLP Service code 29 | Legal | $7,345 |
LOCAL 1102 RWDSU1 year Filed as: LOCAL 785 BUILDING CORPORATION Service code 49 622 W. STATE STREET · ITHACA, NY 14850 | Other Services | $6,540 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,334 | $91,517-72.3% | $101,248-75.0% | $73,409-65.5% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.8%+24.2pp | 72.2%+27.8pp |
| Annual return | 9.09% | 17.17%-8.1pp | 46.47%-37.4pp | 59.29%-50.2pp |
| Employer contribution / active EE | $4,780 | $2,877+66.2% | $3,660+30.6% | $2,234+114.0% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,370-100.0% | $3,805-100.0% |
| Admin fee / account holder | $299 | $216+38.5% | $5,945-95.0% | $158+89.3% |