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| Provider | Service type | Compensation |
|---|---|---|
INSULATORS LOCAL 232 years Service code 14 · EIN 23-1582722 8926 JONESTOWN ROAD · GRANTVILLE, PA 170288654 | Plan Administrator | $85,892 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: GRAYSTONE INVESTMENT GROUP Service code 28 3001 N ROCKY POINT DR E 200 · TAMPA, FL 33607 | Investment Management | $79,226 |
CAPFINANCIAL PARTNERS LLC6 years Filed as: CAPTRUST FINANCIAL PARTNERS LLC Service code 28 100 GATEWAY DRIVE, SUITE 300 · BETHLEHEM, PA 18017 | Investment Management | $70,000 |
USI CONSULTING GROUP1 year Service code 11 · EIN 06-1053228 6 PPG PLACE, SUITE 200 · PITTSBURGH, PA 15222 | Actuarial | $32,856 |
WILLIG, WILLIAMS & DAVIDSON2 years Filed as: WILLIG WILLIAMS & DAVIDSON Service code 29 1845 WALNUT STREET · PHILADELPHIA, PA 15222 | Legal | $29,503 |
JBM COMPUTER CONSULTANTS2 years Service code 49 20 N AMERICA DRIVE · BUFFALO, NY 14224 | Other Services | $19,965 |
ALAN ROSS & COMPANY, PC7+ years Service code 10 · EIN 20-5367494 10 HEARTHSTONE CT, STE 100 · READING, PA 19606 | Accounting | $10,555 |
THE BANK OF NEW YORK MELLON7+ years Filed as: M&T BANK - INSTITUTIONAL RETIREMEN Service code 19 · EIN 16-0538020 ONE M T PLAZA, 9TH FLOOR · BUFFALO, NY 14203 | Securities Custodian | $0 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $42,491-100.0% | $164,721-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 13.2%-13.2pp | 21.0%-21.0pp | 5.6%-5.6pp |
| Annual return | -3.62% | -6.78%+3.2pp | -5.85%+2.2pp | 39.77%-43.4pp |
| Employer contribution / active EE | $17,295 | $13,335+29.7% | $31,839-45.7% | $19,959-13.3% |
| Participant deferral / active EE | $0 | $1,175-100.0% | $2-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $1,000-100.0% | $62-100.0% |