Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: IRON WORKERS DIST. COUNCIL OF PHILA Service code 13 2 INTERNATIONL PLAZA · PHILADELPHIA, PA 19113 | Contract Administrator | $78,543 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $42,525 |
FISCHER DORWART, P.C.3+ years Service code 10 · EIN 23-2247478 | Accounting | $29,085 |
CLEARY, JOSEM & TRIGIANI LLP3+ years Filed as: CLEARY, JOSEM & TRIGIANI, LLP Service code 29 325 CHESTNUT STREET · PHILADELPHIA, PA 19106 | Legal | $12,111 |
LEADER DATA PROCESSING1 year Service code 15 75 KIWANIS BLVD. · WEST HAZLETON, PA 18202 | Recordkeeping | $10,000 |
Service code 60 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,518 | $60,396-16.4% | $83,831-39.7% | $75,289-32.9% |
| Participation rate | 65.8% | 80.7%-14.9pp | 76.1%-10.3pp | 72.4%-6.6pp |
| Annual return | 197.37% | 3.84%+193.5pp | 850.99%-653.6pp | -0.04%+197.4pp |
| Employer contribution / active EE | $2,409 | $3,343-27.9% | $3,631-33.6% | $2,405+0.2% |
| Participant deferral / active EE | $0 | $2,922-100.0% | $4,082-100.0% | $3,739-100.0% |
| Admin fee / account holder | $147 | $141+4.2% | $5,479-97.3% | $102+43.9% |