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| Provider | Service type | Compensation |
|---|---|---|
PIMCO FUNDS2+ years Filed as: PIMCO Service code 28 · EIN 33-0239892 | Investment Management | $38,662 |
DICKINSON WRIGHT PLLC2+ years Filed as: DICKINSON GROUP, LLC Service code 14 · EIN 20-1241472 | Plan Administrator | $23,011 |
Filed as: TCW GROUP Service code 28 · EIN 95-2749628 | Investment Management | $22,986 |
BOSTON PARTNERS2+ years Filed as: ROBECO/BOSTON PARTNERS Service code 28 · EIN 98-0202744 | Investment Management | $21,934 |
Filed as: TEAL, BECKER, & CHIARAMONTE CPAS PC Service code 10 · EIN 14-1624930 | Accounting | $21,770 |
LOCAL 1102 RWDSU2+ years Filed as: LOCAL 5, NY BRICKLAYERS & ALLIED Service code 49 · EIN 13-3762345 | Other Services | $13,392 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 27 · EIN 13-5674085 | Advisory (Plan) | $12,500 |
BARNES, IACCARINO & SHEPHERD LLP2+ years Filed as: BARNES, IACCARINO & SHEPHERD, LLP Service code 29 · EIN 26-3858697 | Legal | $8,369 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,476 | $34,495-75.4% | $78,676-89.2% | $63,975-86.8% |
| Participation rate | 100.0% | 60.8%+39.2pp | 73.6%+26.4pp | 71.1%+28.9pp |
| Annual return | 2.02% | 11.62%-9.6pp | 62.19%-60.2pp | 48.65%-46.6pp |
| Employer contribution / active EE | $781 | $1,398-44.1% | $2,850-72.6% | $2,182-64.2% |
| Participant deferral / active EE | $0 | $2,100-100.0% | $3,517-100.0% | $3,356-100.0% |
| Admin fee / account holder | $130 | $68+90.8% | $4,510-97.1% | $70+84.2% |