| Provider | Service type | Compensation |
|---|---|---|
IBEW-NECA SERVICE CENTER9+ years Service code 14 · EIN 43-0896804 | Plan Administrator | $352,304 |
Service code 15 · EIN 06-1050034 | Recordkeeping | $147,496 |
Filed as: SCARBOROUGH ALLIANCE GROUP Service code 27 ONE BRIDGE STREET SUITE 70 · IRVINGTON, NY 10533 | Advisory (Plan) | $96,445 |
MARQUETTE ASSOCIATES9+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $90,000 |
COMMERCE BANK9+ years Service code 19 · EIN 48-0962626 | Securities Custodian | $83,596 |
Filed as: ANDERS MINKLER HUBER HELM LLP Service code 10 · EIN 43-0831507 | Accounting | $48,135 |
SCHUCHAT, COOK & WERNER9+ years Filed as: SCHUCHAT, COOK, & WERNER Service code 29 · EIN 43-0763010 | Legal | $17,464 |
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 | $303,423 | $88,479+242.9% | $96,543+214.3% | $80,187+278.4% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 72.9%+27.1pp |
| Annual return | 17.07% | 22.53%-5.5pp | 35.75%-18.7pp | 40.40%-23.3pp |
| Employer contribution / active EE | $10,615 | $4,177+154.1% | $3,741+183.8% | $2,980+256.3% |
| Participant deferral / active EE | $0 | $3,961-100.0% | $4,880-100.0% | $5,016-100.0% |
| Admin fee / account holder | $133 | $211-37.1% | $6,737-98.0% | $145-8.2% |