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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 13-5674085 | Investment Management | $79,721 |
BONADIO & CO., LLP10+ years Service code 10 · EIN 16-1131146 | Accounting | $45,935 |
MATTHEW CASSERLY1 year Filed as: MATTHEW HUGHES Service code 30 · EIN 16-6028820 | Direct payment from the plan; Employe... | $28,530 |
BOLTON PARTNERS, INC.3 years Filed as: BOLTON Service code 11 1 W PENNSYLVANIA AVENUE, SUITE 600 · TOWSON, MD 21204 | Actuarial | $28,313 |
JENNIFER KELLNER1 year Filed as: JENNIFER CHAMPION Service code 30 · EIN 16-6028820 | Employee (plan); Direct payment from ... | $27,328 |
Filed as: PRINCIPAL LIFE INSURANCE CO Service code 13 · EIN 42-0127290 | Contract Administrator | $12,846 |
IA OF H&F INSULATORS LOCAL UNION 2610+ years Service code 49 · EIN 16-6093637 | Other Services | $10,399 |
ROBERT PIZZO, ESQ.10+ years Filed as: ROBERT F. PIZZO, ESQ Service code 29 · EIN 82-0553395 | Legal | $9,336 |
SCOTT DAVIGNON9 years Service code 50 · EIN 52-1210569 | Direct Payment | $7,668 |
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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 | $0 | $24,265-100.0% | $186,703-100.0% | $24,265-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 20.0%-20.0pp | 9.3%-9.3pp |
| Annual return | 8.30% | 13.56%-5.3pp | 8.93%-0.6pp | 9.76%-1.5pp |
| Employer contribution / active EE | $14,617 | $9,796+49.2% | $26,306-44.4% | $12,965+12.7% |
| Participant deferral / active EE | $0 | $0 | $0-100.0% | $143-100.0% |
| Admin fee / account holder | $0 | $4,785-100.0% | $2,041-100.0% | $4,785-100.0% |