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| Provider | Service type | Compensation |
|---|---|---|
IUPAT DC21 WELFARE FUND2+ years Service code 14 · EIN 23-1341665 | Plan Administrator | $286,879 |
BLACKSTONE2+ years Filed as: BLACKSTONE ALTERNATIVE ASSET MGT LP Service code 28 · EIN 13-3702086 | Investment Management | $156,246 |
PACER ADVISORS, INC.2+ years Service code 28 · EIN 20-2687376 | Investment Management | $91,713 |
RBC WEALTH MANAGEMENT2+ years Filed as: RBC DAIN RAUSCHER Service code 27 · EIN 41-1416330 | Advisory (Plan) | $82,023 |
INDEPENDENT FINANCIAL PARTNERS2+ years Filed as: CHARTWELL INVESTMENT PARTNERS Service code 28 · EIN 23-2891243 | Investment Management | $59,253 |
STEVENS & LEE2+ years Filed as: STEVENS & LEE, P.C. Service code 29 · EIN 23-1886296 | Legal | $56,812 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO BANK Service code 19 · EIN 94-1347393 | Securities Custodian | $45,484 |
PHILADELPHIA TRUST COMPANY2+ years Service code 28 · EIN 23-2979239 | Investment Management | $40,782 |
NOVAK FRANCELLA LLC2+ years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $40,500 |
SECURITIES AMERICA INC2+ years Filed as: BB & T SECURITIES Service code 21 200 WEST SECOND STREET · WINSTON-SALEM, NC 27101 | Bank Trustee | $39,561 |
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 | $221,442-100.0% | $92,240-100.0% | $77,958-100.0% |
| Participation rate | 0.0% | 79.6%-79.6pp | 76.5%-76.5pp | 71.6%-71.6pp |
| Annual return | 8.44% | 15.65%-7.2pp | 176.29%-167.9pp | 20.87%-12.4pp |
| Employer contribution / active EE | $2,638 | $3,226-18.2% | $3,680-28.3% | $2,310+14.2% |
| Participant deferral / active EE | $0 | $2,779-100.0% | $3,897-100.0% | $3,537-100.0% |
| Admin fee / account holder | $0 | $210-100.0% | $5,194-100.0% | $97-100.0% |