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| Provider | Service type | Compensation |
|---|---|---|
IBEW LOCAL 43 ANNUITY FUND9+ years Service code 99 · EIN 51-6052602 | Other Fees | $300,496 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $232,971 |
BLITMAN & KING9+ years Service code 29 · EIN 16-1047301 | Legal | $51,125 |
BONADIO & CO., LLP9+ years Service code 10 · EIN 16-1131146 | Accounting | $43,830 |
JOSEPH W. MCCARTHY & ASSOCIATES9+ years Filed as: JOSEPH W. MCCARTHY AND ASSOCIATES Service code 10 · EIN 16-1120588 | Accounting | $30,914 |
MARCO CONSULTING GROUP9+ years Service code 27 · EIN 36-3555078 | Advisory (Plan) | $28,000 |
Filed as: PINNACLE INVESTMENTS, INC. Service code 50 · EIN 20-5319494 | Direct Payment | $27,500 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,119 | $241,850-48.7% | $102,412+21.2% | $199,960-37.9% |
| Participation rate | 94.9% | 78.3%+16.6pp | 74.5%+20.4pp | 72.0%+22.9pp |
| Annual return | 13.66% | 17.67%-4.0pp | 24.94%-11.3pp | 34.28%-20.6pp |
| Employer contribution / active EE | $6,903 | $4,253+62.3% | $3,870+78.4% | $3,036+127.4% |
| Participant deferral / active EE | $0 | $3,961-100.0% | $5,060-100.0% | $5,087-100.0% |
| Admin fee / account holder | $171 | $288-40.7% | $8,388-98.0% | $269-36.5% |