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| Provider | Service type | Compensation |
|---|---|---|
IBEW LOCAL 840 PENSION FUND2+ years Service code 49 · EIN 16-6075984 | Other Services | $40,459 |
MANNING & NAPIER2+ years Filed as: MANNING & NAPIER ADVISORS,INC. Service code 28 · EIN 16-0995763 | Investment Management | $31,947 |
BONADIO & CO., LLP2+ years Filed as: BONADIO & CO.,LLP Service code 10 · EIN 16-1131146 | Accounting | $12,000 |
LIFETIME BENEFIT SOLUTIONS2+ years Service code 15 70 METRO PARK · ROCHESTER, NY 14623 | Recordkeeping | $11,476 |
HUNTINGTON NATIONAL BANK2+ years Filed as: HUNTINGTON WEALTH ADVISORS Service code 28 180 E. BROAD ST. 1 · COLUMBUS, OH 43215 | Investment Management | $9,321 |
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 | $0 | $74,089-100.0% | $133,975-100.0% | $55,167-100.0% |
| Participation rate | 0.0% | 84.3%-84.3pp | 87.1%-87.1pp | 69.0%-69.0pp |
| Annual return | 1.80% | 12.11%-10.3pp | 29.29%-27.5pp | 169.23%-167.4pp |
| Employer contribution / active EE | $1,964 | $3,064-35.9% | $5,211-62.3% | $1,963+0.1% |
| Participant deferral / active EE | $0 | $4,678-100.0% | $6,282-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $458-100.0% | $9,324-100.0% | $504-100.0% |