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| Provider | Service type | Compensation |
|---|---|---|
THE GLENMEADE TRUST COMPANY N.A.3+ years Filed as: GLENMEADE Service code 21 1650 MARKET STREET · PHILADELPHIA, PA 191037391 | Bank Trustee | $18,293 |
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Employer contribution per participant 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 | $44,091-100.0% | $350,496-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 31.4%-31.4pp | 4.5%-4.5pp |
| Annual return | 20.70% | 11.68%+9.0pp | 12.88%+7.8pp | 13.95%+6.8pp |
| Employer contribution / active EE | $2,256 | $10,817-79.1% | $40,010-94.4% | $16,598-86.4% |
| Participant deferral / active EE | $0 | $0 | $66-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $7,226-100.0% | $612-100.0% |