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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PLUMBERS AND STEAMFITTERS 83 RETIRE Service code 49 · EIN 55-0667502 | Other Services | $150,670 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $65,155 |
Filed as: FM VACCARO & ASSOCIATES Service code 13 · EIN 23-2148108 | Contract Administrator | $36,000 |
STANDARD VALUATIONS2+ years Filed as: STANDARD VALUATION Service code 28 · EIN 41-1327339 | Investment Management | $21,350 |
WILSON-MCSHANE CORPORATION2+ years Filed as: WILSON KOZICKI & GWYNN, PLLC Service code 10 · EIN 55-0526247 | Accounting | $9,200 |
JOHN F. DASCOLI, PLLC2+ years Filed as: JOHN DASCOLI, PLLC Service code 29 · EIN 20-5780253 | Legal | $8,190 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,031 | $71,802-47.0% | $133,975-71.6% | $57,658-34.0% |
| Participation rate | 100.0% | 85.5%+14.5pp | 87.1%+12.9pp | 70.2%+29.8pp |
| Annual return | 5.85% | 13.51%-7.7pp | 29.29%-23.4pp | 5.13%+0.7pp |
| Employer contribution / active EE | $2,054 | $3,161-35.0% | $5,211-60.6% | $1,974+4.0% |
| Participant deferral / active EE | $0 | $4,606-100.0% | $6,282-100.0% | $3,061-100.0% |
| Admin fee / account holder | $275 | $88+214.2% | $9,324-97.0% | $95+191.4% |