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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 52 · EIN 84-1455663 | Indirect Investment Fees | $70,587 |
WEAVER AND TIDWELL, LLP1 year Filed as: WEAVER & TIDWELL, LLP Service code 10 · EIN 75-0786316 | Accounting | $30,000 |
ILA LOCAL UNION 18141 year Service code 49 · EIN 11-1738438 201 EDWARD CURRY AVENUE · STATEN ISLAND, NY 10314 | Other Services | $15,727 |
ROBERT H. BOGUCKI, P.C.10+ years Service code 29 · EIN 13-3397205 | Legal | $9,115 |
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 | $21,880 | $36,806-40.6% | $69,623-68.6% | $77,736-71.9% |
| Participation rate | 92.1% | 64.4%+27.8pp | 66.4%+25.7pp | 70.6%+21.6pp |
| Annual return | 4.43% | 38.81%-34.4pp | 101.23%-96.8pp | 31.26%-26.8pp |
| Employer contribution / active EE | $2,039 | $1,257+62.2% | $1,709+19.3% | $2,728-25.2% |
| Participant deferral / active EE | $0 | $2,738-100.0% | $2,890-100.0% | $4,651-100.0% |
| Admin fee / account holder | $246 | $507-51.5% | $4,696-94.8% | $433-43.2% |