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| Provider | Service type | Compensation |
|---|---|---|
IUOE LOCAL 825 WELFARE FUND1+ years Filed as: IUOE PENSION FUND OF EASTERN PA Service code 15 · EIN 23-6405239 | Recordkeeping | $381,557 |
INVESTMENT PERFORMANCE SERVICES1+ years Service code 28 · EIN 58-1645832 | Investment Management | $50,987 |
Service code 49 · EIN 06-1050034 | Other Services | $48,576 |
NOVAK FRANCELLA LLC1+ years Service code 10 · EIN 63-1436956 | Accounting | $46,167 |
MATTHEW COLLINS1+ years Filed as: MATTHEW DANESE Service code 30 · EIN 23-2352166 | Direct payment from the plan; Employe... | $34,136 |
BETH MARTIN1+ years Service code 30 · EIN 23-2352166 | Direct payment from the plan; Employe... | $27,789 |
PATRICIA DEPASCALE1+ years Filed as: PATRICIA REPTESKI Service code 30 · EIN 23-2352166 | Direct payment from the plan; Employe... | $25,767 |
CLEARY, JOSEM & TRIGIANI LLP1+ years Service code 29 · EIN 23-2657967 | Legal | $23,691 |
THOMAS BEAL1+ years Filed as: THOMAS J. MCGOLDRICK, ESQUIRE Service code 29 10 E. 6TH AVE, SUITE 100 · CONSHOHOCKEN, PA 19428 | Legal | $15,000 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO BANK Service code 49 · EIN 41-0449260 | Other Services | $5,457 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,077 | $48,096-29.1% | $75,784-55.0% | $67,505-49.5% |
| Participation rate | 100.0% | 86.8%+13.2pp | 75.8%+24.2pp | 71.2%+28.8pp |
| Annual return | 1.87% | 0.30%+1.6pp | 9.68%-7.8pp | 6.52%-4.7pp |
| Employer contribution / active EE | $3,267 | $2,549+28.2% | $3,323-1.7% | $2,173+50.4% |
| Participant deferral / active EE | $0 | $3,109-100.0% | $3,652-100.0% | $3,597-100.0% |
| Admin fee / account holder | $60 | $82-26.9% | $5,300-98.9% | $56+6.9% |