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| Provider | Service type | Compensation |
|---|---|---|
IBEW-NECA SERVICE CENTER1 year Filed as: IBEW LOCAL NO 86 ANNUITY FUND Service code 99 2300 E RIVER RD · ROCHESTER, NY 14623 | Other Fees | $273,588 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $44,421 |
Filed as: MERRILL LYNCH Service code 16 · EIN 36-3145972 | Consulting | $43,500 |
BONADIO & CO., LLP8 years Service code 50 · EIN 16-1131146 | Direct Payment | $34,129 |
HARTER SECREST & EMERY LLP7 years Filed as: HARTER SECREST & EMERY, LLP Service code 29 · EIN 16-0766162 | Legal | $29,871 |
Filed as: JOHN HANCOCK RETIREMENT SERVICE Service code 19 · EIN 01-0233346 | Securities Custodian | $20,373 |
BENESYS, INC.10+ years Service code 49 700 TOWER DRIVE, SUITE 300 · TROY, NY 48098 | Other Services | $8,996 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,114 | $106,351+49.6% | $105,223+51.2% | $103,975+53.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 75.0%+25.0pp | 72.5%+27.5pp |
| Annual return | 4.03% | 11.69%-7.7pp | 180.65%-176.6pp | 19.41%-15.4pp |
| Employer contribution / active EE | $6,344 | $5,336+18.9% | $3,689+72.0% | $3,722+70.4% |
| Participant deferral / active EE | $0 | $3,221-100.0% | $5,072-100.0% | $5,343-100.0% |
| Admin fee / account holder | $192 | $316-39.2% | $8,859-97.8% | $332-42.3% |