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| Provider | Service type | Compensation |
|---|---|---|
THE GLENMEADE TRUST COMPANY N.A.2+ years Filed as: GLENMEADE Service code 21 1650 MARKET STREET · PHILADELPHIA, PA 191037391 | Bank Trustee | $10,164 |
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Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $49,677-100.0% | $322,681-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 27.6%-27.6pp | 3.6%-3.6pp |
| Annual return | 1.21% | 5.03%-3.8pp | 4.07%-2.9pp | 11.88%-10.7pp |
| Employer contribution / active EE | $14,857 | $9,989+48.7% | $36,235-59.0% | $14,612+1.7% |
| Participant deferral / active EE | $0 | $45-100.0% | $215-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $7,128-100.0% | $637-100.0% |