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| Provider | Service type | Compensation |
|---|---|---|
IBEW LOCAL 56 HEALTH AND WELFARE3+ years Service code 15 · EIN 25-1158956 PO BOX 3326 · ERIE, PA 16508 | Recordkeeping | $15,937 |
ANDCO CONSULTING2 years Service code 27 · EIN 59-3676225 4901 VINELAND RD SUITE 600 · ORLANDO, FL 32811 | Advisory (Plan) | $15,550 |
THE VANGUARD GROUP, INC.3+ years Filed as: VANGUARD Service code 28 · EIN 23-1945930 PO BOX 2900 · VALLEY FORGE, PA 194822900 | Investment Management | $15,481 |
MEYER, UNKOVIC & SCOTT3+ years Filed as: MEYER, UNKOVIC, & SCOTT, LLP Service code 29 535 SMITHFIELD STREET, STE 1300 · PITTSBURGH, PA 15222 | Legal | $8,997 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,160 | $55,449+114.9% | $83,831+42.1% | $56,289+111.7% |
| Participation rate | 94.9% | 68.0%+26.9pp | 76.1%+18.7pp | 69.9%+25.0pp |
| Annual return | 12.46% | -1.38%+13.8pp | 850.99%-838.5pp | -9.96%+22.4pp |
| Employer contribution / active EE | $6,934 | $2,430+185.3% | $3,631+90.9% | $2,111+228.4% |
| Participant deferral / active EE | $0 | $2,935-100.0% | $4,082-100.0% | $3,350-100.0% |
| Admin fee / account holder | $283 | $656-56.9% | $5,479-94.8% | $521-45.8% |