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| Provider | Service type | Compensation |
|---|---|---|
IUOE LOCAL 825 WELFARE FUND3+ years Filed as: IUOE PENSION FUND OF EASTERN PA Service code 15 · EIN 23-6405239 | Recordkeeping | $413,660 |
Service code 49 · EIN 06-1050034 | Other Services | $83,765 |
NOVAK FRANCELLA LLC3+ years Service code 10 · EIN 61-1436956 | Accounting | $45,500 |
INVESTMENT PERFORMANCE SERVICES3+ years Service code 28 · EIN 58-1645832 | Investment Management | $42,649 |
SMITH EDWARDS DUNLAP1 year Filed as: SMITH-EDWARDS-DUNLAP CO. Service code 49 2867 E. ALLEGHENY AVE. · PHILADELPHIA, PA 19134 | Other Services | $34,960 |
CLEARY, JOSEM & TRIGIANI LLP3+ years Service code 29 · EIN 23-2657967 | Legal | $20,464 |
THOMAS BEAL3+ years Filed as: THOMAS J. MCGOLDRICK, ESQUIRE Service code 29 35 SHEFFIELD COURT · COLLEGEVILLE, PA 19426 | Legal | $15,000 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO BANK Service code 49 · EIN 41-0449260 | Other Services | $6,234 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $54,788-100.0% | $92,240-100.0% | $80,976-100.0% |
| Participation rate | 0.0% | 77.1%-77.1pp | 76.5%-76.5pp | 68.3%-68.3pp |
| Annual return | 9.36% | 13.07%-3.7pp | 176.29%-166.9pp | 22.91%-13.6pp |
| Employer contribution / active EE | $4,389 | $3,430+28.0% | $3,680+19.3% | $2,402+82.7% |
| Participant deferral / active EE | $0 | $2,438-100.0% | $3,897-100.0% | $3,848-100.0% |
| Admin fee / account holder | $0 | $96-100.0% | $5,194-100.0% | $67-100.0% |