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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2+ years Filed as: SMITH BARNEY Service code 28 · EIN 26-4310844 1600 MARKET ST SUITE 1200 · PHILADELPHIA, PA 19103 | Investment Management | $89,348 |
GEM GROUP2+ years Service code 14 · EIN 25-1139840 501 CARR ROAD · WILMINGTON, DE 19809 | Plan Administrator | $61,024 |
Filed as: HAGGERTY & HAGGERTY P A Service code 10 · EIN 51-0255384 510 PHILADELPHIA PIKE · WILMINGTON, DE 19809 | Accounting | $11,000 |
MID ATLANTIC CAPITAL CORPORATION2+ years Filed as: MIDATLANTIC TRUST COMPANY Service code 65 · EIN 26-0010549 1281 WATERFRONT PLAZA · PITTSBURG, PA 15222 | Account Maintenance | $8,948 |
JENNINGS SIGMOND P.C.1 year Filed as: SIGMOND JENNINGS P C Service code 29 · EIN 23-2025670 510 WALNUT STREET · PHILADELPHIA, PA 19106 | Legal | $3,382 |
Filed as: YOUNG CONAWAY STARGATT TAYLOR Service code 29 · EIN 25-1139840 1000 NORTH KING STREET · WILMINGTON, DE 19801 | Legal | $3,382 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,231 | $71,802-50.9% | $133,975-73.7% | $57,658-38.9% |
| Participation rate | 100.0% | 85.5%+14.5pp | 87.1%+12.9pp | 70.2%+29.8pp |
| Annual return | 6.44% | 13.51%-7.1pp | 29.29%-22.9pp | 5.13%+1.3pp |
| Employer contribution / active EE | $4,217 | $3,161+33.4% | $5,211-19.1% | $1,974+113.7% |
| Participant deferral / active EE | $3 | $4,606-99.9% | $6,282-99.9% | $3,061-99.9% |
| Admin fee / account holder | $126 | $88+43.3% | $9,324-98.7% | $95+32.9% |