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| Provider | Service type | Compensation |
|---|---|---|
IUPAT DC21 WELFARE FUND5+ years Service code 14 · EIN 23-1341665 | Plan Administrator | $378,394 |
BLACKSTONE5+ years Filed as: BLACKSTONE ALTERNATIVE ASSET MGT LP Service code 28 · EIN 13-3702086 | Investment Management | $215,550 |
RBC WEALTH MANAGEMENT3 years Filed as: RBC WEALTH MGMT/COURTNEY CONSULTING Service code 27 · EIN 41-1416330 | Advisory (Plan) | $100,523 |
ISSI2 years Service code 15 3000 SOUTH LENOLA ROAD · MAPLE SHADE, NJ 08052 | Recordkeeping | $69,143 |
BIRCH RUN INVESTMENTS, LLC4 years Service code 28 · EIN 81-4642617 | Investment Management | $64,789 |
NOVAK FRANCELLA LLC5+ years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $61,560 |
Service code 28 · EIN 13-3855629 | Investment Management | $59,920 |
STEVENS & LEE5+ years Filed as: STEVENS & LEE, P.C. Service code 29 · EIN 23-1886296 | Legal | $56,272 |
Filed as: CHARTWELL INVESTMENT PARTNERS LLC Service code 28 · EIN 36-4776242 | Investment Management | $56,047 |
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO BANK Service code 19 · EIN 94-1347393 | Securities Custodian | $40,279 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,800 | $81,719-62.3% | $101,275-69.6% | $90,274-65.9% |
| Participation rate | 100.0% | 80.7%+19.3pp | 75.8%+24.2pp | 73.4%+26.6pp |
| Annual return | 4.41% | 337.64%-333.2pp | 46.48%-42.1pp | 53.97%-49.6pp |
| Employer contribution / active EE | $2,382 | $3,622-34.2% | $3,660-34.9% | $2,523-5.6% |
| Participant deferral / active EE | $6 | $3,310-99.8% | $4,371-99.9% | $4,231-99.9% |
| Admin fee / account holder | $233 | $162+44.0% | $5,948-96.1% | $114+104.4% |