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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 26-1694165 | Advisory (Plan) | $228,276 |
LOCAL 1102 RWDSU6 years Filed as: LOCAL 785 PENSION FUND Service code 49 · EIN 16-6062418 | Other Services | $29,068 |
BONADIO & CO., LLP8+ years Service code 10 · EIN 16-1131146 | Accounting | $25,908 |
Filed as: LIPSITZ GREEN SCIME CAMBRIA, LLP Service code 29 42 DELAWARE AVENUE 120 · BUFFALO, NY 14202 | Legal | $12,859 |
LOCAL 1102 RWDSU3 years Filed as: LOCAL 785 BUILDING CORPORATION Service code 49 622 W. STATE STREET · ITHACA, NY 14850 | Other Services | $6,540 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,719 | $106,236-70.1% | $112,258-71.7% | $64,814-51.1% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.1%+24.9pp | 71.5%+28.5pp |
| Annual return | -12.55% | -6.02%-6.5pp | 27.47%-40.0pp | 32.84%-45.4pp |
| Employer contribution / active EE | $5,844 | $3,166+84.6% | $3,636+60.7% | $2,507+133.1% |
| Participant deferral / active EE | $0 | $3,785-100.0% | $4,728-100.0% | $4,310-100.0% |
| Admin fee / account holder | $374 | $452-17.2% | $6,411-94.2% | $188+99.0% |