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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 |
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 | $67,732 | $92,224-26.6% | $105,223-35.6% | $79,634-14.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.0%+25.0pp | 62.5%+37.5pp |
| Annual return | 8.61% | 88.65%-80.0pp | 180.65%-172.0pp | 36.46%-27.8pp |
| Employer contribution / active EE | $4,003 | $3,965+1.0% | $3,689+8.5% | $2,529+58.3% |
| Participant deferral / active EE | $0 | $3,834-100.0% | $5,072-100.0% | $3,835-100.0% |
| Admin fee / account holder | $207 | $1,121-81.6% | $8,859-97.7% | $1,002-79.4% |