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| Provider | Service type | Compensation |
|---|---|---|
IUOE LOCAL 825 WELFARE FUND10+ years Service code 49 · EIN 22-6033381 | Other Services | $1,494,492 |
INVESTMENT PERFORMANCE SERVICES10+ years Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 16 · EIN 58-2432390 | Consulting | $162,500 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 06-1050034 | Recordkeeping Fees | $78,905 |
CALIBRE CPA GROUP PLLC10+ years Service code 10 · EIN 47-0900880 | Accounting | $40,067 |
THE SEGAL COMPANY2 years Filed as: THE SEGAL COMPANY, INC. Service code 11 · EIN 13-1835864 | Actuarial | $30,755 |
Service code 29 · EIN 31-1425096 | Legal | $30,000 |
SUSANIN WIDMAN & BRENNAN PC2 years Filed as: SUSANIN WIDMAN & BRENNAN, PC Service code 29 · EIN 23-2265950 | Legal | $30,000 |
Filed as: EMPOWER ADVISED ASSETS GROUP, LLC Service code 28 · EIN 41-0418150 | Investment Management | $6,895 |
EXPRESS PRESS PRINTING4 years Service code 36 · EIN 22-3510937 | Other services; Other fees; Copying a... | $5,230 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $126,930 | $165,320-23.2% | $119,126+6.6% | $165,320-23.2% |
| Participation rate | 95.6% | 81.8%+13.8pp | 75.8%+19.9pp | 81.8%+13.8pp |
| Annual return | 7.74% | 12.93%-5.2pp | 282.11%-274.4pp | 12.93%-5.2pp |
| Employer contribution / active EE | $7,002 | $4,428+58.1% | $4,034+73.6% | $4,428+58.1% |
| Participant deferral / active EE | $0 | $7,228-100.0% | $5,318-100.0% | $7,228-100.0% |
| Admin fee / account holder | $346 | $137+151.5% | $10,693-96.8% | $137+151.5% |