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| Provider | Service type | Compensation |
|---|---|---|
IUOE LOCAL 825 WELFARE FUND7+ years Filed as: IUOE PENSION FUND OF EASTERN PA Service code 50 · EIN 23-6405239 | Direct Payment | $425,354 |
INVESTMENT PERFORMANCE SERVICES7+ years Service code 28 · EIN 58-1645832 | Investment Management | $50,000 |
Service code 49 · EIN 06-1050034 | Other Services | $45,931 |
NOVAK FRANCELLA LLC7+ years Service code 10 · EIN 61-1436956 | Accounting | $45,500 |
BETH MARTIN7+ years Service code 30 · EIN 23-2352166 | Direct payment from the plan; Employe... | $32,531 |
PATRICIA DEPASCALE7+ years Filed as: PATRICIA REPTESKI Service code 30 · EIN 23-2352166 | Employee (plan); Direct payment from ... | $31,067 |
CLEARY, JOSEM & TRIGIANI LLP7+ years Service code 29 · EIN 23-2657967 | Legal | $30,590 |
Filed as: JOHN HEENAN Service code 30 · EIN 23-2352166 | Direct payment from the plan; Employe... | $27,378 |
TIMOTHY R HOTT PC1 year Filed as: TIMOTHY NAGY Service code 30 · EIN 23-2352166 | Employee (plan); Direct payment from ... | $26,881 |
THOMAS BEAL7+ years Filed as: THOMAS J. MCGOLDRICK, ESQUIRE Service code 29 35 SHEFFIELD COURT · COLLEGEVILLE, PA 19426 | Legal | $7,251 |
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 | $45,786 | $80,412-43.1% | $109,191-58.1% | $101,555-54.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 75.9%+24.1pp | 74.5%+25.5pp |
| Annual return | 8.21% | 16.17%-8.0pp | 25.76%-17.5pp | 21.00%-12.8pp |
| Employer contribution / active EE | $4,658 | $3,731+24.9% | $3,723+25.1% | $2,972+56.7% |
| Participant deferral / active EE | $0 | $3,396-100.0% | $4,653-100.0% | $4,874-100.0% |
| Admin fee / account holder | $51 | $135-62.4% | $6,756-99.2% | $139-63.6% |