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| Provider | Service type | Compensation |
|---|---|---|
IUPAT DC21 WELFARE FUND3+ years Service code 14 · EIN 23-1341665 | Plan Administrator | $292,787 |
BLACKSTONE3+ years Filed as: BLACKSTONE ALTERNATIVE ASSET MGT LP Service code 28 · EIN 13-3702086 | Investment Management | $192,465 |
RBC WEALTH MANAGEMENT1 year Filed as: RBC WEALTH MGMT/COURTNEY CONSULTING Service code 27 · EIN 41-1416330 | Advisory (Plan) | $89,345 |
STEVENS & LEE3+ years Filed as: STEVENS & LEE, P.C. Service code 29 · EIN 23-1886296 | Legal | $66,970 |
BIRCH RUN INVESTMENTS, LLC2 years Service code 28 · EIN 81-4642617 | Investment Management | $58,474 |
NOVAK FRANCELLA LLC3+ years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $56,886 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO BANK Service code 19 · EIN 94-1347393 | Securities Custodian | $42,565 |
Filed as: CHARTWELL INVESTMENT PARTNERS LLC Service code 28 · EIN 36-4776242 | Investment Management | $31,265 |
SPEAR WILDERMAN1 year Filed as: SPEAR WILDERMAN P.C. Service code 29 230 SOUTH BROAD STREET, SUITE 1400 · PHILADELPHIA, PA 19102 | Legal | $26,411 |
OLD GLORY ASSET MANAGEMENT3+ years Filed as: OLD GLORY ASSET MANAGEMENT, LLC Service code 28 · EIN 90-0065134 | Investment Management | $19,350 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $60,396-100.0% | $83,831-100.0% | $75,289-100.0% |
| Participation rate | 0.0% | 80.7%-80.7pp | 76.1%-76.1pp | 72.4%-72.4pp |
| Annual return | 5.76% | 3.84%+1.9pp | 850.99%-845.2pp | -0.04%+5.8pp |
| Employer contribution / active EE | $2,483 | $3,343-25.7% | $3,631-31.6% | $2,405+3.3% |
| Participant deferral / active EE | $0 | $2,922-100.0% | $4,082-100.0% | $3,739-100.0% |
| Admin fee / account holder | $0 | $141-100.0% | $5,479-100.0% | $102-100.0% |