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 | $51,101 |
IRON-CO-FID-COMPREHENSIVE7 years Filed as: IRON WORKERS DIST. COUNCIL OF PHILA Service code 13 1807 SPRING GARDEN STREET · PHILADELPHIA, PA 19130 | Contract Administrator | $49,126 |
MORGAN STANLEY SMITH BARNEY6 years Service code 49 1350 BROADCASTING ROAD · WYOMISSING, PA 19610 | Other Services | $35,000 |
CLEARY, JOSEM & TRIGIANI LLP9+ years Filed as: CLEARY, JOSEM & TRIGIANI, LLP Service code 29 325 CHESTNUT STREET · PHILADELPHIA, PA 19106 | Legal | $31,806 |
FISCHER DORWART, P.C.9+ years Service code 10 · EIN 23-2247478 | Accounting | $16,750 |
AMERICAN FUNDS5 years Service code 52 | Indirect Investment Fees | $0 |
COHEN & STEERS5 years Service code 52 | Indirect Investment Fees | $0 |
COHEN & STEERS5 years Filed as: COHEN & STREETS Service code 52 · EIN 14-1904657 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: JP MORGAN Service code 52 · EIN 33-1043149 | Indirect Investment Fees | $0 |
MANNING & NAPIER5 years Service code 52 · EIN 16-1371994 | Indirect Investment Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,481 | $82,979-24.7% | $102,383-39.0% | $77,714-19.6% |
| Participation rate | 100.0% | 71.5%+28.5pp | 74.5%+25.5pp | 70.6%+29.4pp |
| Annual return | 8.82% | 19.11%-10.3pp | 24.94%-16.1pp | 31.26%-22.4pp |
| Employer contribution / active EE | $3,381 | $3,554-4.8% | $3,870-12.6% | $2,727+24.0% |
| Participant deferral / active EE | $0 | $4,109-100.0% | $5,060-100.0% | $4,649-100.0% |
| Admin fee / account holder | $174 | $639-72.8% | $8,391-97.9% | $433-60.0% |