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| Provider | Service type | Compensation |
|---|---|---|
IBEW-NECA SERVICE CENTER8+ years Service code 13 · EIN 43-0896804 | Contract Administrator | $186,050 |
Filed as: SCARBOROUGH CAPITAL MANAGEMENT Service code 27 ONE BRIDGE STREET SUITE 70 · IRVINGTON, NY 10533 | Advisory (Plan) | $127,444 |
Service code 23 · EIN 46-0619194 | Insurance services | $66,452 |
MARQUETTE ASSOCIATES8+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $45,000 |
Service code 10 · EIN 43-0831507 | Accounting | $30,885 |
ASB CAPITAL MANAGEMENT8+ years Service code 28 · EIN 52-6257033 | Investment Management | $16,693 |
SCHUCHAT, COOK & WERNER8+ years Service code 29 · EIN 43-9763010 | Legal | $12,743 |
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 | $188,178 | $88,479+112.7% | $96,543+94.9% | $80,187+134.7% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 72.9%+27.1pp |
| Annual return | -7.90% | 22.53%-30.4pp | 35.75%-43.6pp | 40.40%-48.3pp |
| Employer contribution / active EE | $8,406 | $4,177+101.2% | $3,741+124.7% | $2,980+182.1% |
| Participant deferral / active EE | $0 | $3,961-100.0% | $4,880-100.0% | $5,016-100.0% |
| Admin fee / account holder | $137 | $211-35.4% | $6,737-98.0% | $145-5.8% |