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| Provider | Service type | Compensation |
|---|---|---|
IUOE LOCAL 825 WELFARE FUND8+ years Filed as: IUOE PENSION FUND OF EASTERN PA Service code 50 · EIN 23-6405239 | Direct Payment | $418,944 |
INVESTMENT PERFORMANCE SERVICES8+ years Service code 28 · EIN 58-1645832 | Investment Management | $50,000 |
CLEARY, JOSEM & TRIGIANI LLP8+ years Service code 29 · EIN 23-2657967 | Legal | $47,404 |
Service code 49 · EIN 06-1050034 | Other Services | $47,325 |
NOVAK FRANCELLA LLC8+ years Service code 10 · EIN 61-1436956 | Accounting | $45,500 |
BETH MARTIN8+ years Service code 30 · EIN 23-2352166 | Direct payment from the plan; Employe... | $33,087 |
PATRICIA DEPASCALE8+ years Filed as: PATRICIA REPTESKI Service code 30 · EIN 23-2352166 | Employee (plan); Direct payment from ... | $30,256 |
Filed as: JOHN HEENAN Service code 30 · EIN 23-2352166 | Employee (plan); Direct payment from ... | $29,220 |
TIMOTHY R HOTT PC2 years Filed as: TIMOTHY NAGY Service code 30 · EIN 23-2352166 | Direct payment from the plan; Employe... | $26,315 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,798 | $70,048-41.8% | $112,270-63.7% | $78,104-47.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 75.1%+24.9pp | 74.5%+25.5pp |
| Annual return | -10.77% | -10.85%+0.1pp | 27.49%-38.3pp | 10.90%-21.7pp |
| Employer contribution / active EE | $4,606 | $4,000+15.1% | $3,635+26.7% | $3,128+47.3% |
| Participant deferral / active EE | $0 | $3,679-100.0% | $4,729-100.0% | $5,089-100.0% |
| Admin fee / account holder | $48 | $127-62.5% | $6,411-99.3% | $79-39.8% |