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| Provider | Service type | Compensation |
|---|---|---|
IUPAT DC21 WELFARE FUND10+ years Service code 14 · EIN 23-1341665 | Plan Administrator | $374,657 |
BANNER RIDGE PARTNERS LP4 years Service code 28 · EIN 84-2225682 | Investment Management | $232,045 |
RBC WEALTH MANAGEMENT8 years Filed as: RBC WEALTH MGMT/COURTNEY CONSULTING Service code 27 · EIN 41-1416330 | Advisory (Plan) | $141,539 |
Service code 15 · EIN 52-1796473 | Recordkeeping | $94,697 |
SIGULER GUFF ADVISERS, LLC5 years Filed as: SIGULAR GUFF ADVISERS, LLC Service code 28 · EIN 13-3855629 | Investment Management | $86,166 |
Filed as: CHARTWELL INVESTMENT PARTNERS LLC Service code 28 · EIN 36-4776242 | Investment Management | $82,537 |
BIRCH RUN INVESTMENTS, LLC9 years Service code 28 · EIN 81-4642617 | Investment Management | $79,542 |
NOVAK FRANCELLA LLC10+ years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $78,691 |
HIGHLAND CONSULTING ASSOCIATES10+ years Filed as: HIGHLAND CAPITAL MANAGEMENT Service code 28 · EIN 27-5440911 | Investment Management | $69,491 |
STEVENS & LEE10+ years Filed as: STEVENS & LEE, P.C. Service code 29 · EIN 23-1886296 | Legal | $61,233 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,443 | $95,216-55.4% | $150,734-71.8% | $95,216-55.4% |
| Participation rate | 100.0% | 86.5%+13.5pp | 78.4%+21.6pp | 86.5%+13.5pp |
| Annual return | 10.39% | 11.45%-1.1pp | 600.81%-590.4pp | 11.45%-1.1pp |
| Employer contribution / active EE | $2,579 | $4,418-41.6% | $4,918-47.6% | $4,418-41.6% |
| Participant deferral / active EE | $0 | $4,181-100.0% | $5,610-100.0% | $4,181-100.0% |
| Admin fee / account holder | $245 | $189+29.7% | $14,905-98.4% | $189+29.7% |