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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $55,556 |
IBEW-NECA SERVICE CENTER3 years Filed as: IBEW LOCAL UNION 226 Service code 13 · EIN 48-6171386 | Contract Administrator | $29,678 |
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 | $13,355 | $52,188-74.4% | $86,640-84.6% | $74,460-82.1% |
| Participation rate | 91.9% | 66.3%+25.5pp | 71.7%+20.1pp | 70.7%+21.1pp |
| Annual return | 19.66% | 44.46%-24.8pp | 592.52%-572.9pp | 34.38%-14.7pp |
| Employer contribution / active EE | $2,950 | $2,282+29.3% | $3,024-2.5% | $2,638+11.8% |
| Participant deferral / active EE | $506 | $3,383-85.0% | $4,438-88.6% | $4,530-88.8% |
| Admin fee / account holder | $137 | $319-57.0% | $5,616-97.6% | $348-60.6% |