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| Provider | Service type | Compensation |
|---|---|---|
IBEW LOCAL 43 ANNUITY FUND7+ years Service code 27 · EIN 51-6052602 | Advisory (Plan) | $296,539 |
Service code 50 · EIN 04-1590850 | Direct Payment | $128,670 |
RELIANCE TRUST COMPANY3 years Filed as: RELIANCE TRUST Service code 21 · EIN 58-1428634 | Bank Trustee | $122,419 |
BLITMAN & KING7+ years Service code 29 · EIN 16-1047301 | Legal | $43,795 |
Filed as: PINNACLE INVESTMENTS, INC. Service code 27 · EIN 20-5319494 | Advisory (Plan) | $30,000 |
MARCO CONSULTING GROUP7+ years Service code 16 · EIN 36-3555078 | Consulting | $28,000 |
BONADIO & CO., LLP7+ years Service code 10 · EIN 16-1131146 | Accounting | $23,550 |
JOSEPH W. MCCARTHY & ASSOCIATES7+ years Filed as: JOSEPH W. MCCARTHY AND ASSOCIATES Service code 10 · EIN 16-1120588 | Accounting | $14,203 |
AMERICAN REALTY ADVISORS5 years Filed as: AMERICAN BEACON Service code 52 · EIN 75-2401150 | Indirect Investment Fees | $0 |
AMERICAN FUNDS5 years Service code 52 · EIN 52-0792143 | Indirect Investment Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,232 | $76,774+38.4% | $112,263-5.4% | $77,906+36.4% |
| Participation rate | 95.1% | 80.2%+14.9pp | 75.1%+20.0pp | 73.7%+21.4pp |
| Annual return | -12.48% | -10.25%-2.2pp | 27.49%-40.0pp | 12.16%-24.6pp |
| Employer contribution / active EE | $5,592 | $3,977+40.6% | $3,636+53.8% | $2,846+96.5% |
| Participant deferral / active EE | $0 | $3,778-100.0% | $4,729-100.0% | $4,805-100.0% |
| Admin fee / account holder | $350 | $239+46.4% | $6,410-94.5% | $133+163.8% |