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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 52 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Indirect Investment Fees | $51,454 |
IRON-CO-FID-COMPREHENSIVE8 years Filed as: IRON WORKERS DIST. COUNCIL OF PHILA Service code 13 1807 SPRING GARDEN STREET · PHILADELPHIA, PA 19130 | Contract Administrator | $47,884 |
MORGAN STANLEY SMITH BARNEY7 years Service code 49 1350 BROADCASTING ROAD · WYOMISSING, PA 19610 | Other Services | $35,000 |
CLEARY, JOSEM & TRIGIANI LLP10+ years Filed as: CLEARY, JOSEM & TRIGIANI, LLP Service code 29 325 CHESTNUT STREET · PHILADELPHIA, PA 19106 | Legal | $29,848 |
ERNST & YOUNG LLP1 year Filed as: ERNST & YOUNG Service code 10 2005 MARKET STREET · PHILADELPHIA, PA 19103 | Accounting | $21,695 |
FISCHER DORWART, P.C.10+ years Service code 10 · EIN 23-2247478 | Accounting | $17,628 |
ALLSPRING1 year Filed as: ALLSPRING GLOBAL INVESTMENTS Service code 52 | Indirect Investment Fees | $0 |
AMERICAN FUNDS6 years Service code 52 | Indirect Investment Fees | $0 |
Filed as: CAUSEWAY CAPITAL MANAGEMENT Service code 52 | Indirect Investment Fees | $0 |
COHEN & STEERS6 years Service code 52 | Indirect Investment Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,732 | $77,788-12.9% | $119,126-43.1% | $64,728+4.6% |
| Participation rate | 100.0% | 69.4%+30.6pp | 75.8%+24.2pp | 57.9%+42.1pp |
| Annual return | 8.61% | 13.19%-4.6pp | 282.11%-273.5pp | 49.38%-40.8pp |
| Employer contribution / active EE | $4,003 | $4,031-0.7% | $4,034-0.8% | $2,243+78.5% |
| Participant deferral / active EE | $0 | $2,599-100.0% | $5,318-100.0% | $2,729-100.0% |
| Admin fee / account holder | $207 | $1,365-84.9% | $10,693-98.1% | $1,145-81.9% |