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| Provider | Service type | Compensation |
|---|---|---|
IUOE LOCAL 825 WELFARE FUND3+ years Service code 49 · EIN 22-6033381 | Other Services | $1,321,423 |
INVESTMENT PERFORMANCE SERVICES3+ years Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 16 · EIN 58-2432390 | Consulting | $42,500 |
CALIBRE CPA GROUP PLLC3+ years Service code 10 · EIN 47-0900880 | Accounting | $36,000 |
THE SEGAL COMPANY2 years Filed as: SEGAL COMMUNICATIONS Service code 11 · EIN 13-1835864 | Actuarial | $24,539 |
SUSANIN WIDMAN & BRENNAN PC3+ years Filed as: SUSANIN WIDMAN & BRENNAN Service code 10 · EIN 23-2265950 | Accounting | $20,488 |
SKY PRINTING LLC3+ years Service code 36 · EIN 45-3703552 | Copying and duplicating | $17,728 |
Filed as: PRUDENTIAL RETIREMENT INSURANCE CO Service code 38 · EIN 06-1050034 | Participant Communication | $13,845 |
Service code 29 500 FRANK W. BURR BOULEVARD, STE 31 · TEANECK, NJ 07666 | Legal | $10,273 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,353 | $49,973+68.8% | $83,831+0.6% | $73,367+15.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.1%+23.9pp | 69.5%+30.5pp |
| Annual return | 5.79% | 0.83%+5.0pp | 850.99%-845.2pp | 173.45%-167.7pp |
| Employer contribution / active EE | $5,129 | $3,293+55.7% | $3,631+41.3% | $2,499+105.3% |
| Participant deferral / active EE | $0 | $2,341-100.0% | $4,082-100.0% | $4,033-100.0% |
| Admin fee / account holder | $116 | $95+21.8% | $5,479-97.9% | $68+69.7% |