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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $86,389 |
IBEW-NECA SERVICE CENTER4 years Filed as: IBEW LOCAL UNION 226 Service code 13 · EIN 48-6171386 | Contract Administrator | $36,363 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,416 | $65,960-76.6% | $81,882-81.2% | $77,762-80.2% |
| Participation rate | 89.6% | 65.8%+23.8pp | 72.4%+17.2pp | 70.6%+19.0pp |
| Annual return | 13.16% | 26.64%-13.5pp | 779.47%-766.3pp | 31.27%-18.1pp |
| Employer contribution / active EE | $2,736 | $2,375+15.2% | $2,916-6.2% | $2,728+0.3% |
| Participant deferral / active EE | $612 | $3,505-82.5% | $4,323-85.9% | $4,651-86.8% |
| Admin fee / account holder | $158 | $526-70.0% | $7,360-97.9% | $433-63.5% |