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| Provider | Service type | Compensation |
|---|---|---|
IUOE LOCAL 825 WELFARE FUND2+ years Filed as: IUOE PENSION FUND OF EASTERN PA Service code 15 · EIN 23-6405239 | Recordkeeping | $402,703 |
NOVAK FRANCELLA LLC2+ years Service code 10 · EIN 63-1436956 | Accounting | $46,295 |
Service code 49 · EIN 06-1050034 | Other Services | $42,975 |
INVESTMENT PERFORMANCE SERVICES2+ years Service code 28 · EIN 58-1645832 | Investment Management | $40,031 |
CLEARY, JOSEM & TRIGIANI LLP2+ years Service code 29 · EIN 23-2657967 | Legal | $35,578 |
BETH MARTIN2+ years Service code 30 · EIN 23-2352166 | Direct payment from the plan; Employe... | $27,907 |
PATRICIA DEPASCALE2+ years Filed as: PATRICIA REPTESKI Service code 30 · EIN 23-2352166 | Employee (plan); Direct payment from ... | $26,103 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO BANK Service code 49 · EIN 41-0449260 | Other Services | $6,166 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,649 | $50,626-29.6% | $84,753-57.9% | $65,292-45.4% |
| Participation rate | 100.0% | 89.2%+10.8pp | 76.6%+23.4pp | 72.4%+27.6pp |
| Annual return | 4.76% | 5.34%-0.6pp | 22.78%-18.0pp | 11.84%-7.1pp |
| Employer contribution / active EE | $3,296 | $3,033+8.7% | $3,574-7.8% | $2,302+43.2% |
| Participant deferral / active EE | $0 | $3,109-100.0% | $3,712-100.0% | $3,579-100.0% |
| Admin fee / account holder | $57 | $97-41.2% | $5,333-98.9% | $57-0.9% |