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| Provider | Service type | Compensation |
|---|---|---|
IBEW-NECA SERVICE CENTER9+ years Service code 13 · EIN 43-0896804 | Contract Administrator | $179,902 |
Filed as: SCARBOROUGH CAPITAL MANAGEMENT Service code 27 ONE BRIDGE STREET SUITE 70 · IRVINGTON, NY 10533 | Advisory (Plan) | $127,444 |
Service code 51 · EIN 06-1050034 | Investment Mgmt Fees | $87,804 |
THE SEGAL COMPANY1 year Filed as: SEGAL SELECT INSURANCE SERVICES Service code 23 · EIN 46-0619194 | Insurance services | $70,088 |
Service code 10 · EIN 43-0831507 | Accounting | $46,960 |
MARQUETTE ASSOCIATES9+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $45,000 |
SCHUCHAT, COOK & WERNER9+ years Service code 29 · EIN 43-9763010 | Legal | $5,619 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $203,419 | $241,850-15.9% | $102,437+98.6% | $200,096+1.7% |
| Participation rate | 100.0% | 78.3%+21.7pp | 74.5%+25.5pp | 72.0%+28.0pp |
| Annual return | 12.60% | 17.67%-5.1pp | 24.95%-12.3pp | 34.26%-21.7pp |
| Employer contribution / active EE | $8,769 | $4,253+106.2% | $3,871+126.5% | $3,038+188.7% |
| Participant deferral / active EE | $0 | $3,961-100.0% | $5,060-100.0% | $5,090-100.0% |
| Admin fee / account holder | $134 | $288-53.3% | $8,388-98.4% | $269-50.1% |