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| Provider | Service type | Compensation |
|---|---|---|
NEBA2+ years Filed as: NEBA INC Service code 13 · EIN 65-0498807 | Contract Administrator | $60,000 |
CAPFINANCIAL PARTNERS LLC2+ years Filed as: CAPTRUST Service code 27 · EIN 48-1305000 | Advisory (Plan) | $54,117 |
SUGARMAN & SUSSKIND PA2+ years Filed as: SUGARMAN & SUSSKIND Service code 29 · EIN 59-1953076 | Legal | $36,000 |
THE VANGUARD GROUP, INC.2+ years Filed as: VANGUARD Service code 15 · EIN 23-1945930 | Recordkeeping | $24,057 |
IBEW-NECA SERVICE CENTER2+ years Filed as: IBEW LOCAL 728 UNION Service code 49 · EIN 59-0304061 | Other Services | $12,000 |
LEGACY PROFESSIONALS LLP2+ years Service code 10 · EIN 32-0043599 | Accounting | $12,000 |
PROFUND SOLUTIONS2+ years Service code 16 9404 WEST 145TH TERRACE · OVERLAND PARK, KS 66221 | Consulting | $8,100 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,986 | $54,392-15.5% | $84,753-45.7% | $63,975-28.1% |
| Participation rate | 88.7% | 76.9%+11.9pp | 76.6%+12.1pp | 71.1%+17.6pp |
| Annual return | 5.51% | 611.38%-605.9pp | 22.78%-17.3pp | 48.65%-43.1pp |
| Employer contribution / active EE | $1,309 | $2,943-55.5% | $3,574-63.4% | $2,182-40.0% |
| Participant deferral / active EE | $0 | $2,593-100.0% | $3,712-100.0% | $3,356-100.0% |
| Admin fee / account holder | $148 | $136+8.9% | $5,333-97.2% | $70+110.0% |