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| Provider | Service type | Compensation |
|---|---|---|
IUOE LOCAL 825 WELFARE FUND1+ years Service code 49 · EIN 22-6033381 | Other Services | $1,006,516 |
PITTA LLP1+ years Filed as: PITTA AND GIBLIN LLP Service code 29 · EIN 26-3852082 | Legal | $55,179 |
INVESTMENT PERFORMANCE SERVICES1+ years Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 16 · EIN 58-2432390 | Consulting | $35,000 |
CALIBRE CPA GROUP PLLC1+ years Service code 10 · EIN 47-0900880 | Accounting | $34,500 |
Filed as: PRUDENTIAL RETIREMENT INSURANCE CO Service code 38 · EIN 06-1050034 | Participant Communication | $18,412 |
SKY PRINTING LLC1+ years Service code 36 · EIN 45-3703552 | Copying and duplicating | $15,406 |
SUSANIN WIDMAN & BRENNAN PC1+ years Filed as: SUSANIN WIDMAN & BRENNAN Service code 29 · EIN 23-2265950 | Legal | $10,000 |
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 | $81,745 | $51,897+57.5% | $84,753-3.5% | $329,111-75.2% |
| Participation rate | 100.0% | 73.2%+26.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | 2.42% | 11.82%-9.4pp | 22.78%-20.4pp | 16.35%-13.9pp |
| Employer contribution / active EE | $4,926 | $3,022+63.0% | $3,574+37.8% | $2,303+113.9% |
| Participant deferral / active EE | $0 | $2,346-100.0% | $3,712-100.0% | $3,682-100.0% |
| Admin fee / account holder | $106 | $97+9.0% | $5,333-98.0% | $754-86.0% |