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| Provider | Service type | Compensation |
|---|---|---|
IBEW LOCAL 840 PENSION FUND6+ years Service code 49 · EIN 16-6075984 | Other Services | $45,792 |
MANNING & NAPIER6+ years Filed as: MANNING & NAPIER ADVISORS,INC. Service code 28 · EIN 16-0995763 | Investment Management | $32,834 |
THE SEGAL COMPANY2 years Filed as: SEGAL MARCO ADVISORS, INC. Service code 27 · EIN 13-2646110 | Advisory (Plan) | $30,450 |
LIFETIME BENEFIT SOLUTIONS6+ years Service code 15 70 METRO PARK · ROCHESTER, NY 14623 | Recordkeeping | $12,810 |
BONADIO & CO., LLP6+ years Filed as: BONADIO & CO.,LLP Service code 10 · EIN 16-1131146 | Accounting | $12,000 |
ROBERT PIZZO, ESQ.4 years Filed as: ROBERT PIZZO Service code 29 · EIN 82-0553395 | Legal | $10,258 |
Filed as: MORGANSTANLEY Service code 28 · EIN 36-3145972 | Investment Management | $6,733 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,120 | $91,517-39.8% | $101,275-45.6% | $73,412-24.9% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.8%+24.2pp | 72.2%+27.8pp |
| Annual return | 13.67% | 17.17%-3.5pp | 46.48%-32.8pp | 59.30%-45.6pp |
| Employer contribution / active EE | $2,191 | $2,877-23.9% | $3,660-40.2% | $2,234-1.9% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,371-100.0% | $3,806-100.0% |
| Admin fee / account holder | $563 | $216+160.6% | $5,948-90.5% | $158+256.3% |