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| Provider | Service type | Compensation |
|---|---|---|
IBEW LOCAL 43 ANNUITY FUND8+ years Service code 27 · EIN 51-6052602 | Advisory (Plan) | $187,180 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 50 | Direct Payment | $111,589 |
RELIANCE TRUST COMPANY4 years Filed as: RELIANCE TRUST Service code 21 · EIN 58-1428634 | Bank Trustee | $60,414 |
BLITMAN & KING8+ years Service code 29 · EIN 16-1047301 | Legal | $43,854 |
Filed as: PINNACLE INVESTMENTS, INC. Service code 50 · EIN 20-5319494 | Direct Payment | $32,500 |
MARCO CONSULTING GROUP8+ years Service code 27 · EIN 36-3555078 | Advisory (Plan) | $28,000 |
BONADIO & CO., LLP8+ years Service code 10 · EIN 16-1131146 | Accounting | $26,100 |
JOSEPH W. MCCARTHY & ASSOCIATES8+ years Filed as: JOSEPH W. MCCARTHY AND ASSOCIATES Service code 10 · EIN 16-1120588 | Accounting | $11,430 |
Service code 64 · EIN 04-1590850 | Recordkeeping Fees | $300 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,156 | $88,479+25.6% | $96,538+15.1% | $80,169+38.7% |
| Participation rate | 94.5% | 79.9%+14.6pp | 74.3%+20.2pp | 72.9%+21.6pp |
| Annual return | 10.81% | 22.53%-11.7pp | 35.74%-24.9pp | 40.39%-29.6pp |
| Employer contribution / active EE | $6,282 | $4,177+50.4% | $3,740+67.9% | $2,978+110.9% |
| Participant deferral / active EE | $0 | $3,961-100.0% | $4,880-100.0% | $5,016-100.0% |
| Admin fee / account holder | $235 | $211+11.3% | $6,737-96.5% | $145+62.3% |