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| Provider | Service type | Compensation |
|---|---|---|
IBEW-NECA SERVICE CENTER2+ years Service code 13 · EIN 43-0896804 | Contract Administrator | $240,714 |
ASB CAPITAL MANAGEMENT2+ years Service code 28 · EIN 52-6257033 | Investment Management | $56,972 |
MARQUETTE ASSOCIATES2+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $40,000 |
SCHUCHAT, COOK & WERNER2+ years Service code 29 · EIN 43-9763010 | Legal | $35,075 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,454 | $221,442-35.7% | $92,240+54.4% | $77,958+82.7% |
| Participation rate | 93.4% | 79.6%+13.7pp | 76.5%+16.9pp | 71.6%+21.7pp |
| Annual return | 15.12% | 15.65%-0.5pp | 176.29%-161.2pp | 20.87%-5.7pp |
| Employer contribution / active EE | $9,269 | $3,226+187.3% | $3,680+151.9% | $2,310+301.2% |
| Participant deferral / active EE | $0 | $2,779-100.0% | $3,897-100.0% | $3,537-100.0% |
| Admin fee / account holder | $132 | $210-37.2% | $5,194-97.5% | $97+35.2% |