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| Provider | Service type | Compensation |
|---|---|---|
IRON-CO-FID-COMPREHENSIVE3 years Filed as: IRON WORKERS DIST. COUNCIL OF PHILA Service code 13 2 INTERNATIONL PLAZA · PHILADELPHIA, PA 19113 | Contract Administrator | $57,351 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $57,043 |
CLEARY, JOSEM & TRIGIANI LLP5+ years Filed as: CLEARY, JOSEM & TRIGIANI, LLP Service code 29 325 CHESTNUT STREET · PHILADELPHIA, PA 19106 | Legal | $47,318 |
MORGAN STANLEY SMITH BARNEY2 years Service code 49 1350 BROADCASTING ROAD · WYOMISSING, PA 19610 | Other Services | $35,000 |
FISCHER DORWART, P.C.5+ years Service code 10 · EIN 23-2247478 | Accounting | $16,319 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
COHEN & STEERS1 year Service code 52 | Indirect Investment Fees | $0 |
COHEN & STEERS1 year Filed as: COHEN & STREETS Service code 52 · EIN 14-1904657 | Indirect Investment Fees | $0 |
COLUMBA1 year Service code 52 | Indirect Investment Fees | $0 |
COLUMBIA1 year Service code 52 · EIN 94-1687665 | Indirect Investment 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 | $54,205 | $81,719-33.7% | $101,275-46.5% | $90,274-40.0% |
| Participation rate | 58.7% | 80.7%-22.0pp | 75.8%-17.1pp | 73.4%-14.7pp |
| Annual return | -1.55% | 337.64%-339.2pp | 46.48%-48.0pp | 53.97%-55.5pp |
| Employer contribution / active EE | $1,836 | $3,622-49.3% | $3,660-49.8% | $2,523-27.3% |
| Participant deferral / active EE | $0 | $3,310-100.0% | $4,371-100.0% | $4,231-100.0% |
| Admin fee / account holder | $197 | $162+21.8% | $5,948-96.7% | $114+72.8% |