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| Provider | Service type | Compensation |
|---|---|---|
IBEW LOCAL 840 PENSION FUND3+ years Service code 49 · EIN 16-6075984 | Other Services | $37,534 |
MANNING & NAPIER3+ years Filed as: MANNING & NAPIER ADVISORS,INC. Service code 28 · EIN 16-0995763 | Investment Management | $30,701 |
BONADIO & CO., LLP3+ years Filed as: BONADIO & CO.,LLP Service code 10 · EIN 16-1131146 | Accounting | $12,500 |
LIFETIME BENEFIT SOLUTIONS3+ years Service code 15 70 METRO PARK · ROCHESTER, NY 14623 | Recordkeeping | $9,765 |
HUNTINGTON NATIONAL BANK3+ years Filed as: HUNTINGTON WEALTH ADVISORS Service code 28 180 E. BROAD ST. 1 · COLUMBUS, OH 43215 | Investment Management | $8,597 |
ROBERT PIZZO, ESQ.1 year Filed as: ROBERT PIZZO Service code 29 · EIN 82-0553395 | Legal | $5,941 |
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 | $89,739-100.0% | $149,721-100.0% | $62,293-100.0% |
| Participation rate | 0.0% | 85.1%-85.1pp | 87.1%-87.1pp | 69.5%-69.5pp |
| Annual return | 8.69% | 21.01%-12.3pp | 1501.67%-1493.0pp | 28.90%-20.2pp |
| Employer contribution / active EE | $2,233 | $3,233-30.9% | $5,444-59.0% | $2,042+9.4% |
| Participant deferral / active EE | $0 | $4,797-100.0% | $6,568-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $551-100.0% | $11,282-100.0% | $479-100.0% |