Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
IBEW-NECA SERVICE CENTER1+ years Service code 13 · EIN 43-0896804 | Contract Administrator | $212,441 |
MARQUETTE ASSOCIATES1+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $40,000 |
ASB CAPITAL MANAGEMENT1+ years Service code 28 · EIN 52-6257033 | Investment Management | $30,377 |
SCHUCHAT, COOK & WERNER1+ years Service code 29 · EIN 43-9763010 | Legal | $22,971 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,520 | $54,392+136.3% | $84,753+51.6% | $63,975+100.9% |
| Participation rate | 93.3% | 76.9%+16.5pp | 76.6%+16.7pp | 71.1%+22.2pp |
| Annual return | -2.80% | 611.38%-614.2pp | 22.78%-25.6pp | 48.65%-51.5pp |
| Employer contribution / active EE | $9,435 | $2,943+220.6% | $3,574+164.0% | $2,182+332.5% |
| Participant deferral / active EE | $0 | $2,593-100.0% | $3,712-100.0% | $3,356-100.0% |
| Admin fee / account holder | $134 | $136-1.6% | $5,333-97.5% | $70+89.7% |