| Provider | Service type | Compensation |
|---|---|---|
IBEW-NECA SERVICE CENTER8+ years Service code 14 · EIN 43-0896804 | Plan Administrator | $152,376 |
Service code 15 · EIN 06-1050034 | Recordkeeping | $141,509 |
COMMERCE BANK8+ years Service code 19 · EIN 48-0962626 | Securities Custodian | $110,625 |
Filed as: SCARBOROUGH ALLIANCE GROUP Service code 27 ONE BRIDGE STREET SUITE 70 · IRVINGTON, NY 10533 | Advisory (Plan) | $96,445 |
MARQUETTE ASSOCIATES8+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $90,000 |
Filed as: ANDERS MINKLER HUBER HELM LLP Service code 10 · EIN 43-0831507 | Accounting | $38,428 |
SCHUCHAT, COOK & WERNER8+ years Filed as: SCHUCHAT, COOK, & WERNER Service code 29 · EIN 43-0763010 | Legal | $12,094 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $269,014 | $76,774+250.4% | $112,270+139.6% | $77,906+245.3% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.1%+24.9pp | 73.7%+26.3pp |
| Annual return | -16.05% | -10.25%-5.8pp | 27.49%-43.5pp | 12.16%-28.2pp |
| Employer contribution / active EE | $9,477 | $3,977+138.3% | $3,635+160.7% | $2,846+233.0% |
| Participant deferral / active EE | $0 | $3,778-100.0% | $4,729-100.0% | $4,805-100.0% |
| Admin fee / account holder | $202 | $239-15.5% | $6,411-96.8% | $133+52.3% |