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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.)
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 | $76,336 | $153,743-50.3% | $197,124-61.3% | $103,975-26.6% |
| Participation rate | 100.0% | 91.1%+8.9pp | 86.7%+13.3pp | 72.5%+27.5pp |
| Annual return | 11.39% | 17.60%-6.2pp | 44.34%-33.0pp | 19.41%-8.0pp |
| Employer contribution / active EE | $4,234 | $5,424-21.9% | $6,227-32.0% | $3,722+13.7% |
| Participant deferral / active EE | $0 | $9,152-100.0% | $9,135-100.0% | $5,343-100.0% |
| Admin fee / account holder | $326 | $131+147.7% | $16,298-98.0% | $332-2.0% |