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| Provider | Service type | Compensation |
|---|---|---|
IUOE LOCAL 825 WELFARE FUND2+ years Service code 49 · EIN 22-6033381 | Other Services | $1,145,086 |
CALIBRE CPA GROUP PLLC2+ years Service code 10 · EIN 47-0900880 | Accounting | $49,800 |
INVESTMENT PERFORMANCE SERVICES2+ years Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 16 · EIN 58-2432390 | Consulting | $35,000 |
THE SEGAL COMPANY1 year Filed as: SEGAL COMMUNICATIONS Service code 11 · EIN 13-1835864 | Actuarial | $20,000 |
SKY PRINTING LLC2+ years Service code 36 · EIN 45-3703552 | Copying and duplicating | $16,308 |
Filed as: PRUDENTIAL RETIREMENT INSURANCE CO Service code 38 · EIN 06-1050034 | Participant Communication | $13,748 |
SUSANIN WIDMAN & BRENNAN PC2+ years Filed as: SUSANIN WIDMAN & BRENNAN Service code 29 · EIN 23-2265950 | Legal | $11,250 |
PITTA LLP2+ years Filed as: PITTA AND GIBLIN LLP Service code 29 · EIN 26-3852082 | Legal | $6,670 |
Service code 29 500 FRANK W. BURR BOULEVARD, STE 31 · TEANECK, NJ 07666 | Legal | $5,000 |
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 | $84,425 | $54,788+54.1% | $92,240-8.5% | $80,976+4.3% |
| Participation rate | 100.0% | 77.1%+22.9pp | 76.5%+23.5pp | 68.3%+31.7pp |
| Annual return | 6.43% | 13.07%-6.6pp | 176.29%-169.9pp | 22.91%-16.5pp |
| Employer contribution / active EE | $4,989 | $3,430+45.4% | $3,680+35.6% | $2,402+107.7% |
| Participant deferral / active EE | $0 | $2,438-100.0% | $3,897-100.0% | $3,848-100.0% |
| Admin fee / account holder | $108 | $96+12.9% | $5,194-97.9% | $67+60.5% |