See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
IUPAT DC21 WELFARE FUND10+ years Service code 14 · EIN 23-1341665 | Plan Administrator | $374,657 |
BANNER RIDGE PARTNERS LP4 years Service code 28 · EIN 84-2225682 | Investment Management | $232,045 |
RBC WEALTH MANAGEMENT8 years Filed as: RBC WEALTH MGMT/COURTNEY CONSULTING Service code 27 · EIN 41-1416330 | Advisory (Plan) | $141,539 |
Service code 15 · EIN 52-1796473 | Recordkeeping | $94,697 |
SIGULER GUFF ADVISERS, LLC5 years Filed as: SIGULAR GUFF ADVISERS, LLC Service code 28 · EIN 13-3855629 | Investment Management | $86,166 |
Filed as: CHARTWELL INVESTMENT PARTNERS LLC Service code 28 · EIN 36-4776242 | Investment Management | $82,537 |
BIRCH RUN INVESTMENTS, LLC9 years Service code 28 · EIN 81-4642617 | Investment Management | $79,542 |
NOVAK FRANCELLA LLC10+ years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $78,691 |
HIGHLAND CONSULTING ASSOCIATES10+ years Filed as: HIGHLAND CAPITAL MANAGEMENT Service code 28 · EIN 27-5440911 | Investment Management | $69,491 |
STEVENS & LEE10+ years Filed as: STEVENS & LEE, P.C. Service code 29 · EIN 23-1886296 | Legal | $61,233 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,443 | $117,739-64.0% | $107,525-60.5% | $117,739-64.0% |
| Participation rate | 100.0% | 76.6%+23.4pp | 75.1%+24.9pp | 76.6%+23.4pp |
| Annual return | 10.39% | 17.29%-6.9pp | 181.32%-170.9pp | 17.29%-6.9pp |
| Employer contribution / active EE | $2,579 | $3,746-31.2% | $3,754-31.3% | $3,746-31.2% |
| Participant deferral / active EE | $0 | $6,128-100.0% | $5,116-100.0% | $6,128-100.0% |
| Admin fee / account holder | $245 | $112+119.1% | $8,919-97.3% | $112+119.1% |