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| Provider | Service type | Compensation |
|---|---|---|
IBEW LOCAL 351 SURETY FUND3 years Service code 99 · EIN 22-3398017 | Other Fees | $715,571 |
I.E. SHAFFER & CO.9+ years Filed as: I.E.SHAFFER & CO. Service code 13 · EIN 22-1750854 830 BEAR TAVERN ROAD, PO BOX 1028 · WEST TRENTON, NJ 08628 | Contract Administrator | $386,669 |
Service code 10 · EIN 22-3163246 201 WEST PASSAIC ST · ROCHELLE PARK, NJ 07662 | Accounting | $37,000 |
MORGAN STANLEY SMITH BARNEY9+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 26-4310632 31 WEST 52ND STREET 23RD FLOOR · NEW YORK, NY 10019 | Advisory (Plan) | $30,000 |
THE BANK OF NEW YORK MELLON9+ years Filed as: BANK OF NEW YORK MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $24,000 |
O'BRIEN BELLAND & BUSHINSKY8+ years Service code 29 · EIN 37-1467056 | Legal | $22,256 |
MSPC5 years Filed as: MSPC CERTIFIED PUBLIC ACCOUNTANTS Service code 10 · EIN 22-2951202 | Accounting | $12,806 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $228,516 | $88,480+158.3% | $96,683+136.4% | $80,160+185.1% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 72.9%+27.1pp |
| Annual return | 16.28% | 22.53%-6.2pp | 35.69%-19.4pp | 40.38%-24.1pp |
| Employer contribution / active EE | $18,128 | $4,176+334.1% | $3,737+385.1% | $2,978+508.8% |
| Participant deferral / active EE | $0 | $3,959-100.0% | $4,878-100.0% | $5,017-100.0% |
| Admin fee / account holder | $210 | $212-0.6% | $6,730-96.9% | $145+45.2% |