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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL RETIREMENT INS & ANN CO Service code 13 · EIN 06-1050034 | Contract Administrator | $231,429 |
FRANK M. VACCARO & ASSOCIATES7+ years Service code 13 · EIN 23-2148108 | Contract Administrator | $89,557 |
CLEARY, JOSEM & TRIGIANI LLP5 years Service code 29 · EIN 23-2657967 | Legal | $74,766 |
NOVAK FRANCELLA LLC7+ years Service code 10 · EIN 61-1436956 | Accounting | $58,971 |
THE SEGAL COMPANY4 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $49,362 |
IBEW LOCAL 985 years Service code 29 · EIN 23-3094530 | Legal | $17,326 |
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 | $244,651 | $88,770+175.6% | $109,191+124.1% | $93,010+163.0% |
| Participation rate | 100.0% | 81.5%+18.5pp | 75.9%+24.1pp | 73.9%+26.1pp |
| Annual return | 11.88% | 60.64%-48.8pp | 25.76%-13.9pp | 158.70%-146.8pp |
| Employer contribution / active EE | $14,167 | $3,780+274.8% | $3,723+280.5% | $2,705+423.7% |
| Participant deferral / active EE | $0 | $3,630-100.0% | $4,653-100.0% | $4,561-100.0% |
| Admin fee / account holder | $138 | $172-20.2% | $6,756-98.0% | $152-9.3% |