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| Provider | Service type | Compensation |
|---|---|---|
IBEW-NECA SERVICE CENTER10+ years Service code 13 · EIN 43-0896804 | Contract Administrator | $108,582 |
Service code 10 · EIN 43-0831507 800 MARKET STREET, SUITE 500 · ST. LOUIS, MO 631012501 | Accounting | $29,618 |
Filed as: SCARBOROUGH ALLIANCE GROUP Service code 26 ONE BRIDGE STREET SUITE 70 · IRVINGTON, NY 10533 | Advisory (Participants) | $20,667 |
MARQUETTE ASSOCIATES5 years Filed as: MARQUETTE & ASSOCIATES Service code 27 · EIN 36-3485298 | Advisory (Plan) | $20,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 06-1050034 | Recordkeeping | $18,311 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $284,532 | $82,917+243.2% | $103,333+175.4% | $77,643+266.5% |
| Participation rate | 100.0% | 71.6%+28.4pp | 74.5%+25.5pp | 70.6%+29.4pp |
| Annual return | 15.50% | 19.13%-3.6pp | 24.88%-9.4pp | 31.24%-15.7pp |
| Employer contribution / active EE | $10,792 | $3,552+203.9% | $3,868+179.0% | $2,726+295.9% |
| Participant deferral / active EE | $0 | $4,108-100.0% | $5,057-100.0% | $4,647-100.0% |
| Admin fee / account holder | $366 | $638-42.6% | $8,355-95.6% | $430-14.9% |