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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Filed as: SMITH BARNEY Service code 28 · EIN 26-4310844 1600 MARKET ST · PHILADELPHIA, PA 19103 | Investment Management | $91,092 |
GEM GROUP1+ years Service code 14 · EIN 25-1139840 BRANDYWINE CORPORATE CTR · WILMINGTON, DE 19809 | Plan Administrator | $48,792 |
Service code 29 · EIN 51-0082644 BRANDYWINE BUILDING · WILMINGTON, DE 19899 | Legal | $14,863 |
MID ATLANTIC CAPITAL CORPORATION1+ years Filed as: MIDATLANTIC TRUST COMPANY Service code 65 · EIN 26-0010549 1281 WATERRONT PLAZA · PITTSBURGH, PA 15222 | Account Maintenance | $11,942 |
HAGGERTY & HAGGERTY, P.A.1+ years Service code 10 · EIN 51-0255384 510 PHILADELPHIA PIKE · WILMINGTON, DE 19809 | Accounting | $10,050 |
JENNINGS SIGMOND P.C.1+ years Filed as: SIGMOND JENNINGS, PC Service code 29 · EIN 23-2025670 PENN MUTUAL TOWERS 16TH FLR · PHILADELPHIA, PA 19106 | Legal | $4,863 |
Participant contribution per participant 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 | $33,069 | $68,413-51.7% | $123,106-73.1% | $55,191-40.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 86.8%+13.2pp | 69.2%+30.8pp |
| Annual return | 0.09% | 6.30%-6.2pp | 13.22%-13.1pp | 10.78%-10.7pp |
| Employer contribution / active EE | $3,941 | $3,050+29.2% | $5,151-23.5% | $1,899+107.5% |
| Participant deferral / active EE | $16 | $4,490-99.6% | $6,229-99.7% | $3,046-99.5% |
| Admin fee / account holder | $133 | $88+50.9% | $9,015-98.5% | $91+46.0% |