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| Provider | Service type | Compensation |
|---|---|---|
IUOE LOCAL 825 WELFARE FUND4+ years Filed as: IUOE PENSION FUND OF EASTERN PA Service code 15 · EIN 23-6405239 | Recordkeeping | $407,401 |
INVESTMENT PERFORMANCE SERVICES4+ years Service code 28 · EIN 58-1645832 | Investment Management | $48,236 |
NOVAK FRANCELLA LLC4+ years Service code 10 · EIN 61-1436956 | Accounting | $45,500 |
Service code 49 · EIN 06-1050034 | Other Services | $42,183 |
CLEARY, JOSEM & TRIGIANI LLP4+ years Service code 29 · EIN 23-2657967 | Legal | $35,836 |
BETH MARTIN4+ years Service code 30 · EIN 23-2352166 | Direct payment from the plan; Employe... | $30,033 |
SMITH EDWARDS DUNLAP2 years Filed as: SMITH-EDWARDS-DUNLAP CO. Service code 49 2867 E. ALLEGHENY AVE. · PHILADELPHIA, PA 19134 | Other Services | $19,161 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO BANK Service code 49 · EIN 41-0449260 | Other Services | $5,906 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $49,973-100.0% | $83,831-100.0% | $73,367-100.0% |
| Participation rate | 0.0% | 77.8%-77.8pp | 76.1%-76.1pp | 69.5%-69.5pp |
| Annual return | -2.61% | 0.83%-3.4pp | 850.99%-853.6pp | 173.45%-176.1pp |
| Employer contribution / active EE | $5,042 | $3,293+53.1% | $3,631+38.9% | $2,499+101.8% |
| Participant deferral / active EE | $0 | $2,341-100.0% | $4,082-100.0% | $4,033-100.0% |
| Admin fee / account holder | $0 | $95-100.0% | $5,479-100.0% | $68-100.0% |