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| Provider | Service type | Compensation |
|---|---|---|
IUOE LOCAL 825 WELFARE FUND7+ years Service code 49 · EIN 22-6033381 | Other Services | $908,755 |
INVESTMENT PERFORMANCE SERVICES7+ years Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 16 · EIN 58-2432390 | Consulting | $75,000 |
SUSANIN WIDMAN & BRENNAN PC7+ years Filed as: SUSANIN WIDMAN & BRENNAN Service code 29 · EIN 23-2265950 | Legal | $46,944 |
CALIBRE CPA GROUP PLLC7+ years Service code 10 · EIN 47-0900880 | Accounting | $36,700 |
THE SEGAL COMPANY6 years Filed as: SEGAL COMMUNICATIONS Service code 11 · EIN 13-1835864 | Actuarial | $20,000 |
Service code 29 61 PARAMUS ROAD, SUITE 250 · PARAMUS, NJ 07652 | Legal | $15,570 |
Filed as: PRUDENTIAL RETIREMENT INSURANCE CO Service code 38 · EIN 06-1050034 | Participant Communication | $12,490 |
EXPRESS PRESS PRINTING1 year Service code 36 · EIN 22-3510937 | Other services; Copying and duplicati... | $12,421 |
SKY PRINTING LLC7+ years Service code 36 · EIN 45-3703552 | Copying and duplicating; Other fees | $11,338 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,514 | $51,785+107.6% | $112,270-4.2% | $89,433+20.2% |
| Participation rate | 100.0% | 82.2%+17.8pp | 75.1%+24.9pp | 71.3%+28.7pp |
| Annual return | -5.25% | -11.06%+5.8pp | 27.49%-32.7pp | -11.88%+6.6pp |
| Employer contribution / active EE | $5,822 | $3,782+53.9% | $3,635+60.1% | $3,021+92.7% |
| Participant deferral / active EE | $0 | $3,425-100.0% | $4,729-100.0% | $5,125-100.0% |
| Admin fee / account holder | $101 | $102-1.0% | $6,411-98.4% | $79+26.6% |