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| Provider | Service type | Compensation |
|---|---|---|
IBEW-NECA SERVICE CENTER1+ years Filed as: IBEW LOCAL 129 BENEFIT FUNDS Service code 10 · EIN 34-1841503 | Accounting | $48,013 |
ALLOTTA FARLEY CO LPA1+ years Filed as: ALLOTTA FARLEY Service code 29 · EIN 34-1316963 | Legal | $14,852 |
ALAN BILLER & ASSOCIATES1+ years Filed as: ALAN V JANUZZI CPA Service code 10 · EIN 34-1631968 | Accounting | $5,850 |
Filed as: FIDELITY INVESTMENTS Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $2,879 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,731 | $68,413+12.2% | $123,105-37.7% | $55,191+39.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 86.8%+13.2pp | 69.2%+30.8pp |
| Annual return | -0.56% | 6.30%-6.9pp | 13.22%-13.8pp | 10.78%-11.3pp |
| Employer contribution / active EE | $3,276 | $3,050+7.4% | $5,151-36.4% | $1,899+72.6% |
| Participant deferral / active EE | $0 | $4,490-100.0% | $6,229-100.0% | $3,046-100.0% |
| Admin fee / account holder | $269 | $88+205.9% | $9,014-97.0% | $91+195.9% |