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| Provider | Service type | Compensation |
|---|---|---|
MICHELE FOY10+ years Service code 30 · EIN 22-2563067 | Employee (plan) | $123,440 |
EMILIA MATTSON8 years Service code 30 · EIN 22-2563067 | Employee (plan) | $115,411 |
Filed as: MORGAN STANLEY Service code 28 · EIN 13-2869611 | Investment Management | $49,000 |
BENEFIT PLAN ADMINISTRATORS8 years Filed as: BENEFIT PLAN ADMINISTRATORS, INC. Service code 17 · EIN 16-1503696 | Pension Consulting | $28,471 |
GUY BISCARDI7 years Service code 16 3176 CAPRI DRIVE · PHILADELPHIA, PA 19145 | Consulting | $19,500 |
FISCHER DORWART, P.C.10+ years Service code 10 · EIN 23-2247478 | Accounting | $16,510 |
CLEARY, JOSEM & TRIGIANI LLP9 years Filed as: CLEARY, JOSEM & TRIGIANI, LLP Service code 29 325 CHESTNUT STREET · PHILADELPHIA, PA 19106 | Legal | $9,906 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 17 · EIN 06-1050034 | Pension Consulting | $7,571 |
Filed as: IRONWORKERS LOCAL UNION 399 Service code 49 · EIN 21-0482990 | Other Services | $5,400 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,336 | $85,660-10.9% | $256,809-70.3% | $85,660-10.9% |
| Participation rate | 100.0% | 74.8%+25.2pp | 88.5%+11.5pp | 74.8%+25.2pp |
| Annual return | 11.39% | 19.52%-8.1pp | 32.73%-21.3pp | 19.52%-8.1pp |
| Employer contribution / active EE | $4,234 | $4,199+0.8% | $7,263-41.7% | $4,199+0.8% |
| Participant deferral / active EE | $0 | $3,518-100.0% | $9,520-100.0% | $3,518-100.0% |
| Admin fee / account holder | $326 | $224+45.4% | $25,146-98.7% | $224+45.4% |