Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $98,776+61.1% | $119,126+33.6% | $89,670+77.4% |
| Participation rate | 100.0% | 83.1%+16.9pp | 75.8%+24.2pp | 71.2%+28.8pp |
| Annual return | 4.03% | 9.25%-5.2pp | 282.11%-278.1pp | 19.66%-15.6pp |
| Employer contribution / active EE | $6,344 | $5,802+9.4% | $4,034+57.3% | $4,041+57.0% |
| Participant deferral / active EE | $0 | $1,748-100.0% | $5,318-100.0% | $3,962-100.0% |
| Admin fee / account holder | $192 | $230-16.8% | $10,693-98.2% | $352-45.5% |