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| Provider | Service type | Compensation |
|---|---|---|
IBEW LOCAL 840 PENSION FUND4+ years Service code 49 · EIN 16-6075984 | Other Services | $42,944 |
MANNING & NAPIER4+ years Filed as: MANNING & NAPIER ADVISORS,INC. Service code 28 · EIN 16-0995763 | Investment Management | $35,373 |
BONADIO & CO., LLP4+ years Filed as: BONADIO & CO.,LLP Service code 10 · EIN 16-1131146 | Accounting | $12,000 |
LIFETIME BENEFIT SOLUTIONS4+ years Service code 15 70 METRO PARK · ROCHESTER, NY 14623 | Recordkeeping | $9,522 |
HUNTINGTON NATIONAL BANK4+ years Filed as: HUNTINGTON WEALTH ADVISORS Service code 28 180 E. BROAD ST. 1 · COLUMBUS, OH 43215 | Investment Management | $9,032 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $79,523-100.0% | $140,019-100.0% | $56,289-100.0% |
| Participation rate | 0.0% | 85.7%-85.7pp | 87.5%-87.5pp | 69.9%-69.9pp |
| Annual return | -1.87% | 2.39%-4.3pp | 651.17%-653.0pp | -9.96%+8.1pp |
| Employer contribution / active EE | $3,001 | $3,350-10.4% | $5,605-46.5% | $2,111+42.1% |
| Participant deferral / active EE | $0 | $5,129-100.0% | $6,927-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $614-100.0% | $10,705-100.0% | $521-100.0% |