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| Provider | Service type | Compensation |
|---|---|---|
IBEW-NECA SERVICE CENTER4+ years Service code 13 · EIN 43-0896804 | Contract Administrator | $240,480 |
Filed as: SCARBOROUGH CAPITAL MANAGEMENT Service code 27 ONE BRIDGE STREET SUITE 70 · IRVINGTON, NY 10533 | Advisory (Plan) | $127,444 |
Service code 10 · EIN 43-0831507 | Accounting | $59,063 |
MARQUETTE ASSOCIATES4+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $55,000 |
ASB CAPITAL MANAGEMENT4+ years Service code 28 · EIN 52-6257033 | Investment Management | $38,253 |
PNC BANK, N.A.2 years Filed as: PNC BANK Service code 49 300 FIFTH AVENUE · PITTSBURGH, PA 15222 | Other Services | $21,915 |
SCHUCHAT, COOK & WERNER4+ years Service code 29 · EIN 43-9763010 | Legal | $12,810 |
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 | $168,170 | $66,051+154.6% | $92,916+81.0% | $77,775+116.2% |
| Participation rate | 91.1% | 81.0%+10.1pp | 76.0%+15.0pp | 73.2%+17.8pp |
| Annual return | -2.35% | 20.69%-23.0pp | 109.45%-111.8pp | 32.58%-34.9pp |
| Employer contribution / active EE | $9,773 | $3,426+185.3% | $3,654+167.5% | $2,504+290.3% |
| Participant deferral / active EE | $0 | $3,013-100.0% | $4,238-100.0% | $3,966-100.0% |
| Admin fee / account holder | $164 | $148+10.9% | $5,796-97.2% | $100+63.9% |