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| Provider | Service type | Compensation |
|---|---|---|
IUOE LOCAL 825 WELFARE FUND9+ years Filed as: IUOE PENSION FUND OF EASTERN PA Service code 50 · EIN 23-6405239 | Direct Payment | $446,356 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 49 · EIN 84-0467907 | Other Services | $412,991 |
CLEARY, JOSEM & TRIGIANI LLP9+ years Service code 29 · EIN 23-2657967 | Legal | $58,742 |
INVESTMENT PERFORMANCE SERVICES9+ years Service code 28 · EIN 58-1645832 | Investment Management | $50,000 |
NOVAK FRANCELLA LLC9+ years Service code 10 · EIN 61-1436956 | Accounting | $45,500 |
BETH MARTIN9+ years Service code 30 · EIN 23-2352166 | Direct payment from the plan; Employe... | $33,880 |
PATRICIA DEPASCALE9+ years Filed as: PATRICIA REPTESKI Service code 30 · EIN 23-2352166 | Employee (plan); Direct payment from ... | $31,774 |
Filed as: JOHN HEENAN Service code 30 · EIN 23-2352166 | Employee (plan); Direct payment from ... | $29,942 |
TIMOTHY R HOTT PC3 years Filed as: TIMOTHY NAGY Service code 30 · EIN 23-2352166 | Direct payment from the plan; Employe... | $27,064 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,537 | $74,831-40.5% | $96,543-53.9% | $103,657-57.0% |
| Participation rate | 100.0% | 83.1%+16.9pp | 74.3%+25.7pp | 73.4%+26.6pp |
| Annual return | 11.06% | 16.15%-5.1pp | 35.75%-24.7pp | 33.13%-22.1pp |
| Employer contribution / active EE | $4,884 | $3,888+25.6% | $3,741+30.6% | $3,216+51.9% |
| Participant deferral / active EE | $0 | $3,896-100.0% | $4,880-100.0% | $5,218-100.0% |
| Admin fee / account holder | $84 | $130-35.8% | $6,737-98.8% | $114-26.8% |