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: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $51,683 |
IRON-CO-FID-COMPREHENSIVE4 years Filed as: IRON WORKERS DIST. COUNCIL OF PHILA Service code 13 1807 SPRING GARDEN STREET · PHILADELPHIA, PA 19130 | Contract Administrator | $48,923 |
CLEARY, JOSEM & TRIGIANI LLP6+ years Filed as: CLEARY, JOSEM & TRIGIANI, LLP Service code 29 325 CHESTNUT STREET · PHILADELPHIA, PA 19106 | Legal | $35,942 |
MORGAN STANLEY SMITH BARNEY3 years Service code 49 1350 BROADCASTING ROAD · WYOMISSING, PA 19610 | Other Services | $35,000 |
FISCHER DORWART, P.C.6+ years Service code 10 · EIN 23-2247478 | Accounting | $18,750 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
COHEN & STEERS2 years Service code 52 | Indirect Investment Fees | $0 |
COHEN & STEERS2 years Filed as: COHEN & STREETS Service code 52 · EIN 14-1904657 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN Service code 52 · EIN 33-1043149 | Indirect Investment Fees | $0 |
MANNING & NAPIER2 years Service code 52 · EIN 16-1371994 | Indirect Investment 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 | $70,703 | $88,770-20.4% | $109,173-35.2% | $93,010-24.0% |
| Participation rate | 53.8% | 81.5%-27.7pp | 75.9%-22.1pp | 73.9%-20.1pp |
| Annual return | 25.02% | 60.64%-35.6pp | 25.75%-0.7pp | 158.70%-133.7pp |
| Employer contribution / active EE | $1,736 | $3,780-54.1% | $3,723-53.4% | $2,705-35.8% |
| Participant deferral / active EE | $0 | $3,630-100.0% | $4,654-100.0% | $4,561-100.0% |
| Admin fee / account holder | $191 | $172+10.6% | $6,755-97.2% | $152+25.6% |