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| Provider | Service type | Compensation |
|---|---|---|
IBEW-NECA SERVICE CENTER2 years Filed as: IBEW LOCAL 38 FRINGE BENEFIT FUND Service code 99 3250 EUCLID AVE, ROOM 270 · CLEVELAND, OH 44115 | Other Fees | $119,030 |
THE SEGAL COMPANY2 years Filed as: SEGAL MACRO ADVISORS Service code 16 · EIN 13-2626110 | Consulting | $40,000 |
Service code 12 · EIN 13-3689044 | Recordkeeping and information managem... | $24,504 |
ALLOTTA FARLEY CO LPA2 years Filed as: ALLOTTA FARLEY CO., LPA Service code 29 2222 CENTENNIAL ROAD · TOLEDO, OH 43617 | Legal | $16,731 |
Service code 10 · EIN 34-1638235 | Accounting | $11,500 |
NATIONAL FINANCIAL SERVICES3 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $68,968 | $81,719-15.6% | $101,271-31.9% | $90,274-23.6% |
| Participation rate | 82.9% | 80.7%+2.2pp | 75.8%+7.1pp | 73.4%+9.5pp |
| Annual return | 9.18% | 337.64%-328.5pp | 46.48%-37.3pp | 53.97%-44.8pp |
| Employer contribution / active EE | $634 | $3,622-82.5% | $3,660-82.7% | $2,523-74.9% |
| Participant deferral / active EE | $2,187 | $3,310-33.9% | $4,371-50.0% | $4,231-48.3% |
| Admin fee / account holder | $123 | $162-24.3% | $5,948-97.9% | $114+7.5% |