Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
IUPAT DC21 WELFARE FUND4+ years Service code 14 · EIN 23-1341665 | Plan Administrator | $326,851 |
BLACKSTONE4+ years Filed as: BLACKSTONE ALTERNATIVE ASSET MGT LP Service code 28 · EIN 13-3702086 | Investment Management | $202,059 |
RBC WEALTH MANAGEMENT2 years Filed as: RBC WEALTH MGMT/COURTNEY CONSULTING Service code 27 · EIN 41-1416330 | Advisory (Plan) | $93,085 |
BIRCH RUN INVESTMENTS, LLC3 years Service code 28 · EIN 81-4642617 | Investment Management | $58,517 |
NOVAK FRANCELLA LLC4+ years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $57,431 |
STEVENS & LEE4+ years Filed as: STEVENS & LEE, P.C. Service code 29 · EIN 23-1886296 | Legal | $56,647 |
Filed as: CHARTWELL INVESTMENT PARTNERS LLC Service code 28 · EIN 36-4776242 | Investment Management | $52,747 |
ISSI1 year Service code 15 3000 SOUTH LENOLA ROAD · MAPLE SHADE, NJ 08052 | Recordkeeping | $47,301 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO BANK Service code 19 · EIN 94-1347393 | Securities Custodian | $37,033 |
SPEAR WILDERMAN2 years Filed as: SPEAR WILDERMAN P.C. Service code 29 230 SOUTH BROAD STREET, SUITE 1400 · PHILADELPHIA, PA 19102 | Legal | $34,795 |
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 | $66,051-100.0% | $92,915-100.0% | $77,775-100.0% |
| Participation rate | 0.0% | 81.0%-81.0pp | 76.0%-76.0pp | 73.2%-73.2pp |
| Annual return | 5.15% | 20.69%-15.5pp | 109.45%-104.3pp | 32.58%-27.4pp |
| Employer contribution / active EE | $2,400 | $3,426-30.0% | $3,653-34.3% | $2,504-4.2% |
| Participant deferral / active EE | $0 | $3,013-100.0% | $4,238-100.0% | $3,966-100.0% |
| Admin fee / account holder | $0 | $148-100.0% | $5,796-100.0% | $100-100.0% |