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| Provider | Service type | Compensation |
|---|---|---|
IRON-CO-FID-COMPREHENSIVE5 years Filed as: IRON WORKERS DIST. COUNCIL OF PHILA Service code 13 1807 SPRING GARDEN STREET · PHILADELPHIA, PA 19130 | Contract Administrator | $55,984 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $49,549 |
MORGAN STANLEY SMITH BARNEY4 years Service code 49 1350 BROADCASTING ROAD · WYOMISSING, PA 19610 | Other Services | $35,000 |
CLEARY, JOSEM & TRIGIANI LLP7+ years Filed as: CLEARY, JOSEM & TRIGIANI, LLP Service code 29 325 CHESTNUT STREET · PHILADELPHIA, PA 19106 | Legal | $30,431 |
FISCHER DORWART, P.C.7+ years Service code 10 · EIN 23-2247478 | Accounting | $16,250 |
AMERICAN FUNDS3 years Service code 52 | Indirect Investment Fees | $0 |
COHEN & STEERS3 years Service code 52 | Indirect Investment Fees | $0 |
COHEN & STEERS3 years Filed as: COHEN & STREETS Service code 52 · EIN 14-1904657 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: JP MORGAN Service code 52 · EIN 33-1043149 | Indirect Investment Fees | $0 |
MANNING & NAPIER3 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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,681 | $76,774-15.8% | $112,228-42.4% | $77,904-17.0% |
| Participation rate | 52.2% | 80.2%-28.0pp | 75.1%-22.9pp | 73.7%-21.5pp |
| Annual return | -5.69% | -10.25%+4.6pp | 27.45%-33.1pp | 12.21%-17.9pp |
| Employer contribution / active EE | $1,861 | $3,977-53.2% | $3,635-48.8% | $2,848-34.6% |
| Participant deferral / active EE | $0 | $3,778-100.0% | $4,728-100.0% | $4,806-100.0% |
| Admin fee / account holder | $192 | $239-19.7% | $6,410-97.0% | $133+44.7% |