See peer percentile detail. $4.99 for your first month.
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| 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,481 | $82,917-24.6% | $103,333-39.5% | $77,643-19.5% |
| Participation rate | 100.0% | 71.6%+28.4pp | 74.5%+25.5pp | 70.6%+29.4pp |
| Annual return | 8.82% | 19.13%-10.3pp | 24.88%-16.1pp | 31.24%-22.4pp |
| Employer contribution / active EE | $3,381 | $3,552-4.8% | $3,868-12.6% | $2,726+24.0% |
| Participant deferral / active EE | $0 | $4,108-100.0% | $5,057-100.0% | $4,647-100.0% |
| Admin fee / account holder | $174 | $638-72.8% | $8,355-97.9% | $430-59.7% |