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| Provider | Service type | Compensation |
|---|---|---|
I.E. SHAFFER & CO.4+ years Service code 13 · EIN 22-1750854 | Contract Administrator | $338,390 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: J.P. MORGAN Service code 27 · EIN 13-3200244 | Advisory (Plan) | $108,030 |
Filed as: PRUDENTIAL INS. CO. - PRISA Service code 28 · EIN 22-1211670 | Investment Management | $101,133 |
JOHNSTON ASSET MANAGEMENT4+ years Filed as: JOHNSON ASSET MANAGEMENT Service code 28 · EIN 13-3257590 | Investment Management | $65,424 |
Filed as: DAVID A. GERSON, CPA & ASSO. PC Service code 10 · EIN 22-3163246 | Accounting | $64,928 |
Filed as: PRUDENTIAL RETIREMENT INS & ANN CO. Service code 28 · EIN 06-1050034 | Investment Management | $64,834 |
PHILADELPHIA TRUST COMPANY4+ years Filed as: THE PHILADELPHIA TRUST COMPANY Service code 10 · EIN 23-2979239 | Accounting | $64,236 |
AMERICAN FUNDS1 year Filed as: CRESCENT CAPITAL GROUP LP Service code 28 10 HUDSON YARDS, 41ST FLOOR · NEW YORK, NY 10001 | Investment Management | $39,134 |
O'BRIEN BELLAND & BUSHINSKY4+ years Service code 29 · EIN 37-1467056 | Legal | $35,788 |
SUNTRUST BANKS, INC.4+ years Filed as: STERLING Service code 28 · EIN 06-0303370 | Investment Management | $31,010 |
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Employer 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 | $0 | $341,093,897-100.0% | $362,723-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 0.0%0pp |
| Annual return | 4.07% | 12.20%-8.1pp | 10.56%-6.5pp | 21.83%-17.8pp |
| Employer contribution / active EE | $6,896 | $12,801-46.1% | $30,199-77.2% | $12,237-43.6% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $2,168-100.0% | $1,551,325-100.0% |