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| Provider | Service type | Compensation |
|---|---|---|
IBEW-NECA SERVICE CENTER7+ years Service code 13 · EIN 43-0896804 | Contract Administrator | $230,654 |
Filed as: SCARBOROUGH CAPITAL MANAGEMENT Service code 27 ONE BRIDGE STREET SUITE 70 · IRVINGTON, NY 10533 | Advisory (Plan) | $127,444 |
ASB CAPITAL MANAGEMENT7+ years Service code 28 · EIN 52-6257033 | Investment Management | $58,830 |
MARQUETTE ASSOCIATES7+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $45,000 |
Service code 10 · EIN 43-0831507 | Accounting | $39,015 |
SCHUCHAT, COOK & WERNER7+ years Service code 29 · EIN 43-9763010 | Legal | $15,667 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $209,897 | $76,774+173.4% | $112,270+87.0% | $77,906+169.4% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.1%+24.9pp | 73.7%+26.3pp |
| Annual return | 9.44% | -10.25%+19.7pp | 27.49%-18.1pp | 12.16%-2.7pp |
| Employer contribution / active EE | $7,677 | $3,977+93.0% | $3,635+111.2% | $2,846+169.7% |
| Participant deferral / active EE | $0 | $3,778-100.0% | $4,729-100.0% | $4,805-100.0% |
| Admin fee / account holder | $223 | $239-6.8% | $6,411-96.5% | $133+68.0% |