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| Provider | Service type | Compensation |
|---|---|---|
IRON-CO-FID-COMPREHENSIVE2 years Filed as: IRON WORKERS DIST. COUNCIL OF PHILA Service code 13 2 INTERNATIONL PLAZA · PHILADELPHIA, PA 19113 | Contract Administrator | $164,309 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $47,055 |
CLEARY, JOSEM & TRIGIANI LLP4+ years Filed as: CLEARY, JOSEM & TRIGIANI, LLP Service code 29 325 CHESTNUT STREET · PHILADELPHIA, PA 19106 | Legal | $45,313 |
FISCHER DORWART, P.C.4+ years Service code 10 · EIN 23-2247478 | Accounting | $25,680 |
Service code 49 1350 BROADCASTING ROAD · WYOMISSING, PA 19610 | Other Services | $17,500 |
Service code 60 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $52,095 | $66,051-21.1% | $92,915-43.9% | $77,775-33.0% |
| Participation rate | 62.5% | 81.0%-18.5pp | 76.0%-13.5pp | 73.2%-10.7pp |
| Annual return | 4.69% | 20.69%-16.0pp | 109.45%-104.8pp | 32.58%-27.9pp |
| Employer contribution / active EE | $2,421 | $3,426-29.3% | $3,653-33.7% | $2,504-3.3% |
| Participant deferral / active EE | $0 | $3,013-100.0% | $4,238-100.0% | $3,966-100.0% |
| Admin fee / account holder | $145 | $148-1.8% | $5,796-97.5% | $100+45.1% |