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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 16-0766976 | Other Services | $78,969 |
THE SEGAL COMPANY2+ years Filed as: SEGAL ADVISORS, INC. Service code 27 · EIN 13-2646110 | Advisory (Plan) | $30,000 |
U.A. LOCAL 13 BUILDING, INC.3+ years Service code 49 · EIN 23-7358299 | Other Services | $20,000 |
BONADIO & CO., LLP3+ years Filed as: BONADIO & CO. LLP Service code 10 · EIN 16-1131146 | Accounting | $18,430 |
TREVETT CRISTO SALZER & ANDOLINA PC3+ years Filed as: TREVETT CRISTO SALZER & ANDONLINA Service code 29 2 STATE STREET SUITE 1000 · ROCHESTER, NY 14614 | Legal | $13,442 |
Filed as: PRUDENTIAL RETIREMENT INSURANCE & A Service code 37 · EIN 06-1050034 | Loan Processing | $5,350 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,742 | $81,537+33.4% | $149,718-27.4% | $69,631+56.2% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.1%+12.9pp | 70.7%+29.3pp |
| Annual return | 13.74% | 22.79%-9.0pp | 1501.63%-1487.9pp | 27571.02%-27557.3pp |
| Employer contribution / active EE | $3,678 | $3,239+13.5% | $5,445-32.5% | $2,032+81.0% |
| Participant deferral / active EE | $1,009 | $4,994-79.8% | $6,569-84.6% | $3,224-68.7% |
| Admin fee / account holder | $144 | $107+35.1% | $11,283-98.7% | $110+30.8% |