See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
NECA IBEW LOCAL 5847+ years Service code 49 · EIN 73-1407442 | Other Services | $241,989 |
Filed as: PRUDENTIAL RETIREMENT INSURANCE Service code 13 · EIN 06-1050034 | Contract Administrator | $95,490 |
RBC WEALTH MANAGEMENT1 year Filed as: RBC WEALTH Service code 27 100 CRESCENT COURT SUITE 1500 · DALLAS, TX 75201 | Advisory (Plan) | $39,466 |
Service code 14 · EIN 86-0785790 | Plan Administrator | $30,920 |
CONNER & WINTERS6 years Filed as: CONNER AND WINTERS Service code 22 · EIN 73-1388566 | Insurance Broker | $19,757 |
CUNEO, LAWSON, SHAY & STALEY6 years Filed as: CUNEO LAWSON SHAY AND STALEY Service code 10 · EIN 44-0642126 | Accounting | $12,319 |
DELAWARE INVESTMENTS2 years Filed as: DELAWARE MANAGEMENT COMPANY Service code 15 | Recordkeeping | $0 |
LEGG MASON2 years Filed as: LEGG MASON PARTNERS FUND ADVISOR Service code 15 | Recordkeeping | $0 |
PIMCO FUNDS1 year Filed as: PACIFIC INVESTMENT MANAGEMENT Service code 15 | Recordkeeping | $0 |
Filed as: TEACHERS ADVISORS LLC Service code 15 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $204,978 | $88,770+130.9% | $109,143+87.8% | $93,030+120.3% |
| Participation rate | 6.4% | 81.5%-75.1pp | 75.9%-69.5pp | 73.9%-67.5pp |
| Annual return | 13.72% | 60.64%-46.9pp | 25.75%-12.0pp | 158.70%-145.0pp |
| Employer contribution / active EE | $1,159 | $3,780-69.3% | $3,722-68.8% | $2,706-57.1% |
| Participant deferral / active EE | $618 | $3,630-83.0% | $4,653-86.7% | $4,562-86.5% |
| Admin fee / account holder | $1,589 | $172+822.3% | $6,752-76.5% | $152+947.9% |