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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 26-4310844 1600 MARKET ST SUITE 1200 · PHILADELPHIA, PA 19103 | Investment Management | $84,180 |
Service code 14 · EIN 25-1139840 501 CARR ROAD · WILMINGTON, DE 19809 | Plan Administrator | $51,762 |
FIS BUSINESS SYSTEMS LLC2 years Filed as: FIS BROKERERAGE & SERVICES LLC Service code 99 2100 ENTERPRISE AVENUE · GENEVA, IL 60134 | Other Fees | $13,154 |
Filed as: WHISMAN GIORDANO LLC Service code 10 · EIN 20-3934956 111 CONTINENTAL DRIVE · NEWARK, DE 197134330 | Accounting | $11,450 |
MID ATLANTIC CAPITAL CORPORATION4+ years Filed as: MIDATLANTIC TRUST COMPANY Service code 65 · EIN 26-0010549 1281 WATERFRONT PLAZA · PITTSBURGH, PA 15222 | Account Maintenance | $1,551 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,908 | $80,005-51.4% | $140,019-72.2% | $55,725-30.2% |
| Participation rate | 100.0% | 87.0%+13.0pp | 87.5%+12.5pp | 70.9%+29.1pp |
| Annual return | -4.63% | 0.46%-5.1pp | 651.15%-655.8pp | 244.93%-249.6pp |
| Employer contribution / active EE | $4,581 | $3,403+34.6% | $5,605-18.3% | $2,078+120.4% |
| Participant deferral / active EE | $0 | $5,264-100.0% | $6,927-100.0% | $3,356-100.0% |
| Admin fee / account holder | $120 | $116+3.8% | $10,705-98.9% | $115+4.2% |