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| Provider | Service type | Compensation |
|---|---|---|
IUPAT DC21 WELFARE FUND1+ years Service code 14 · EIN 23-1341665 | Plan Administrator | $318,024 |
BLACKSTONE1+ years Filed as: BLACKSTONE ALTERNATIVE ASSET MGT LP Service code 28 · EIN 13-3702086 | Investment Management | $150,241 |
RBC WEALTH MANAGEMENT1+ years Filed as: RBC DAIN RAUSCHER Service code 27 · EIN 41-1416330 | Advisory (Plan) | $74,779 |
HIGHLAND CONSULTING ASSOCIATES1+ years Filed as: HIGHLAND CAPITAL MANAGEMENT Service code 28 · EIN 27-5440911 | Investment Management | $57,005 |
INDEPENDENT FINANCIAL PARTNERS1+ years Filed as: CHARTWELL INVESTMENT PARTNERS Service code 28 · EIN 23-2891243 | Investment Management | $53,224 |
PACER ADVISORS, INC.1+ years Service code 28 · EIN 20-2687376 | Investment Management | $45,140 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO BANK Service code 19 · EIN 94-1347393 | Securities Custodian | $44,920 |
NOVAK FRANCELLA LLC1+ years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $40,750 |
PHILADELPHIA TRUST COMPANY1+ years Service code 28 · EIN 23-2979239 | Investment Management | $35,149 |
SECURITIES AMERICA INC1+ years Filed as: BB & T SECURITIES Service code 21 200 WEST SECOND STREET · WINSTON-SALEM, NC 27101 | Bank Trustee | $28,467 |
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 | $0 | $54,392-100.0% | $84,753-100.0% | $63,975-100.0% |
| Participation rate | 0.0% | 76.9%-76.9pp | 76.6%-76.6pp | 71.1%-71.1pp |
| Annual return | -0.64% | 611.38%-612.0pp | 22.78%-23.4pp | 48.65%-49.3pp |
| Employer contribution / active EE | $2,465 | $2,943-16.2% | $3,574-31.0% | $2,182+13.0% |
| Participant deferral / active EE | $0 | $2,593-100.0% | $3,712-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $136-100.0% | $5,333-100.0% | $70-100.0% |