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| Provider | Service type | Compensation |
|---|---|---|
IUOE LOCAL 825 WELFARE FUND10+ years Filed as: IUOE PENSION FUND OF EASTERN PA Service code 49 · EIN 23-6405239 | Other Services | $444,525 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 50 · EIN 84-0467907 | Direct Payment | $311,211 |
INVESTMENT PERFORMANCE SERVICES10+ years Service code 28 · EIN 58-1645832 | Investment Management | $70,000 |
NOVAK FRANCELLA LLC10+ years Service code 10 · EIN 61-1436956 | Accounting | $46,500 |
BETH MARTIN10+ years Service code 30 · EIN 23-2352166 | Direct payment from the plan; Employe... | $34,847 |
PATRICIA DEPASCALE10+ years Filed as: PATRICIA REPTESKI Service code 30 · EIN 23-2352166 | Employee (plan); Direct payment from ... | $31,218 |
Filed as: JOHN HEENAN Service code 30 · EIN 23-2352166 | Employee (plan); Direct payment from ... | $30,844 |
TIMOTHY R HOTT PC4 years Filed as: TIMOTHY NAGY Service code 30 · EIN 23-2352166 | Employee (plan); Direct payment from ... | $29,733 |
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 | $47,796 | $86,936-45.0% | $102,437-53.3% | $99,313-51.9% |
| Participation rate | 100.0% | 81.7%+18.3pp | 74.5%+25.5pp | 71.7%+28.3pp |
| Annual return | 7.88% | 14.99%-7.1pp | 24.95%-17.1pp | 17.67%-9.8pp |
| Employer contribution / active EE | $4,787 | $3,925+22.0% | $3,871+23.7% | $3,264+46.7% |
| Participant deferral / active EE | $0 | $3,825-100.0% | $5,060-100.0% | $5,346-100.0% |
| Admin fee / account holder | $80 | $140-43.2% | $8,388-99.1% | $109-27.0% |