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| Provider | Service type | Compensation |
|---|---|---|
IUPAT DC21 WELFARE FUND6+ years Service code 14 · EIN 23-1341665 | Plan Administrator | $361,898 |
BLACKSTONE6+ years Filed as: BLACKSTONE ALTERNATIVE ASSET MGT LP Service code 28 · EIN 13-3702086 | Investment Management | $354,382 |
RBC WEALTH MANAGEMENT4 years Filed as: RBC WEALTH MGMT/COURTNEY CONSULTING Service code 27 · EIN 41-1416330 | Advisory (Plan) | $107,432 |
ISSI3 years Service code 15 3000 SOUTH LENOLA ROAD · MAPLE SHADE, NJ 08052 | Recordkeeping | $74,793 |
STEVENS & LEE6+ years Filed as: STEVENS & LEE, P.C. Service code 29 · EIN 23-1886296 | Legal | $69,480 |
BIRCH RUN INVESTMENTS, LLC5 years Service code 28 · EIN 81-4642617 | Investment Management | $66,241 |
NOVAK FRANCELLA LLC6+ years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $62,232 |
Filed as: SIGULAR GUFF ADVISERS, LLC Service code 28 · EIN 13-3855629 | Investment Management | $59,121 |
Filed as: CHARTWELL INVESTMENT PARTNERS LLC Service code 28 · EIN 36-4776242 | Investment Management | $56,996 |
HIGHLAND CONSULTING ASSOCIATES6+ years Filed as: HIGHLAND CAPITAL MANAGEMENT Service code 28 · EIN 27-5440911 | Investment Management | $47,899 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,091 | $88,770-60.5% | $109,188-67.9% | $93,010-62.3% |
| Participation rate | 100.0% | 81.5%+18.5pp | 75.9%+24.1pp | 73.9%+26.1pp |
| Annual return | 20.43% | 60.64%-40.2pp | 25.76%-5.3pp | 158.70%-138.3pp |
| Employer contribution / active EE | $2,470 | $3,780-34.6% | $3,723-33.7% | $2,705-8.7% |
| Participant deferral / active EE | $0 | $3,630-100.0% | $4,654-100.0% | $4,561-100.0% |
| Admin fee / account holder | $261 | $172+51.4% | $6,755-96.1% | $152+72.0% |