Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET BANK AND TRUST Service code 21 · EIN 04-1867445 | Bank Trustee | $454,601 |
IBEW LOCAL 43 ANNUITY FUND3+ years Service code 14 · EIN 51-6052602 | Plan Administrator | $388,299 |
BLITMAN & KING3+ years Service code 29 · EIN 16-1047301 | Legal | $38,794 |
Filed as: PINNACLE INVESTMENTS, INC. Service code 27 · EIN 20-5319494 | Advisory (Plan) | $27,500 |
MARCO CONSULTING GROUP3+ years Service code 16 · EIN 36-3555078 | Consulting | $22,500 |
BONADIO & CO., LLP3+ years Service code 10 · EIN 16-1131146 | Accounting | $21,120 |
JOSEPH W. MCCARTHY & ASSOCIATES3+ years Filed as: JOSEPH W. MCCARTHY AND ASSOCIATES Service code 10 · EIN 16-1120588 | Accounting | $8,159 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $1,726 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN BEACON Service code 52 · EIN 75-2401150 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1 year Service code 52 · EIN 52-0792143 | Indirect Investment Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,550 | $60,396+48.3% | $83,831+6.8% | $75,289+18.9% |
| Participation rate | 97.1% | 80.7%+16.4pp | 76.1%+20.9pp | 72.4%+24.7pp |
| Annual return | 9.10% | 3.84%+5.3pp | 850.99%-841.9pp | -0.04%+9.1pp |
| Employer contribution / active EE | $3,934 | $3,343+17.7% | $3,631+8.3% | $2,405+63.6% |
| Participant deferral / active EE | $0 | $2,922-100.0% | $4,082-100.0% | $3,739-100.0% |
| Admin fee / account holder | $202 | $141+43.1% | $5,479-96.3% | $102+97.6% |