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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 52 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Indirect Investment Fees | $51,454 |
IRON-CO-FID-COMPREHENSIVE8 years Filed as: IRON WORKERS DIST. COUNCIL OF PHILA Service code 13 1807 SPRING GARDEN STREET · PHILADELPHIA, PA 19130 | Contract Administrator | $47,884 |
MORGAN STANLEY SMITH BARNEY7 years Service code 49 1350 BROADCASTING ROAD · WYOMISSING, PA 19610 | Other Services | $35,000 |
CLEARY, JOSEM & TRIGIANI LLP10+ years Filed as: CLEARY, JOSEM & TRIGIANI, LLP Service code 29 325 CHESTNUT STREET · PHILADELPHIA, PA 19106 | Legal | $29,848 |
ERNST & YOUNG LLP1 year Filed as: ERNST & YOUNG Service code 10 2005 MARKET STREET · PHILADELPHIA, PA 19103 | Accounting | $21,695 |
FISCHER DORWART, P.C.10+ years Service code 10 · EIN 23-2247478 | Accounting | $17,628 |
ALLSPRING1 year Filed as: ALLSPRING GLOBAL INVESTMENTS Service code 52 | Indirect Investment Fees | $0 |
AMERICAN FUNDS6 years Service code 52 | Indirect Investment Fees | $0 |
Filed as: CAUSEWAY CAPITAL MANAGEMENT Service code 52 | Indirect Investment Fees | $0 |
COHEN & STEERS6 years Service code 52 | Indirect Investment Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,732 | $86,882-22.0% | $150,734-55.1% | $69,255-2.2% |
| Participation rate | 100.0% | 84.3%+15.7pp | 78.4%+21.6pp | 69.0%+31.0pp |
| Annual return | 8.61% | 10.69%-2.1pp | 600.81%-592.2pp | 26.73%-18.1pp |
| Employer contribution / active EE | $4,003 | $5,194-22.9% | $4,918-18.6% | $2,645+51.3% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $5,610-100.0% | $2,890-100.0% |
| Admin fee / account holder | $207 | $630-67.2% | $14,905-98.6% | $733-71.8% |