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| Provider | Service type | Compensation |
|---|---|---|
IBEW LOCAL 43 ANNUITY FUND1+ years Service code 14 · EIN 51-6052602 | Plan Administrator | $287,507 |
BLITMAN & KING1+ years Service code 29 · EIN 16-1047301 | Legal | $60,610 |
Filed as: PINNACLE INVESTMENTS, INC. Service code 27 · EIN 20-5319494 | Advisory (Plan) | $30,000 |
BONADIO & CO., LLP1+ years Service code 10 · EIN 16-1131146 | Accounting | $21,225 |
MARCO CONSULTING GROUP1+ years Service code 16 · EIN 36-3555078 | Consulting | $20,000 |
THE SEGAL COMPANY1+ years Service code 16 · EIN 13-1835864 | Consulting | $7,940 |
JOSEPH W. MCCARTHY & ASSOCIATES1+ years Filed as: JOSEPH W. MCCARTHY AND ASSOCIATES Service code 10 · EIN 16-1120588 | Accounting | $7,381 |
ASB CAPITAL MANAGEMENT1+ years Service code 52 215 WEST OAK STREET, SUITE 720 · FORT COLLINS, CO 80521 | Indirect Investment Fees | $0 |
MANNING & NAPIER1+ years Service code 52 · EIN 16-0995736 | Indirect Investment Fees | $0 |
Filed as: MASS MUTUAL LIFE INSURANCE COMPANY Service code 67 | Other insurance wrap fees | $0 |
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 | $75,018 | $54,392+37.9% | $84,753-11.5% | $63,975+17.3% |
| Participation rate | 97.9% | 76.9%+21.1pp | 76.6%+21.3pp | 71.1%+26.8pp |
| Annual return | -0.61% | 611.38%-612.0pp | 22.78%-23.4pp | 48.65%-49.3pp |
| Employer contribution / active EE | $3,167 | $2,943+7.6% | $3,574-11.4% | $2,182+45.2% |
| Participant deferral / active EE | $0 | $2,593-100.0% | $3,712-100.0% | $3,356-100.0% |
| Admin fee / account holder | $203 | $136+49.6% | $5,333-96.2% | $70+188.4% |