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| Provider | Service type | Compensation |
|---|---|---|
IBEW LOCAL 56 HEALTH AND WELFARE1+ years Service code 15 · EIN 25-1158956 PO BOX 3326 · ERIE, PA 16508 | Recordkeeping | $17,949 |
THE VANGUARD GROUP, INC.1+ years Filed as: VANGUARD Service code 28 · EIN 23-1945930 PO BOX 2900 · VALLEY FORGE, PA 194822900 | Investment Management | $15,597 |
THE BOGDAHN GROUP1+ years Filed as: BOGDAHN GROUP Service code 27 · EIN 59-3676225 4901 VINELAND RD SUITE 600 · ORLANDO, FL 32811 | Advisory (Plan) | $15,550 |
MEYER, UNKOVIC & SCOTT1+ years Filed as: MEYER, UNKOVIC, & SCOTT, LLP Service code 29 535 SMITHFIELD STREET, STE 1300 · PITTSBURGH, PA 15222 | Legal | $11,011 |
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 | $92,275 | $52,884+74.5% | $84,753+8.9% | $55,167+67.3% |
| Participation rate | 96.7% | 67.5%+29.2pp | 76.6%+20.1pp | 69.0%+27.7pp |
| Annual return | -0.05% | 18.03%-18.1pp | 22.78%-22.8pp | 169.23%-169.3pp |
| Employer contribution / active EE | $5,838 | $2,233+161.4% | $3,574+63.3% | $1,963+197.5% |
| Participant deferral / active EE | $0 | $2,644-100.0% | $3,712-100.0% | $3,054-100.0% |
| Admin fee / account holder | $280 | $581-51.9% | $5,333-94.8% | $504-44.5% |