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| Provider | Service type | Compensation |
|---|---|---|
THE GLENMEADE TRUST COMPANY N.A.4+ years Filed as: GLENMEADE Service code 21 1650 MARKET STREET · PHILADELPHIA, PA 191037391 | Bank Trustee | $6,593 |
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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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $37,197-100.0% | $336,864-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 27.8%-27.8pp | 4.7%-4.7pp |
| Annual return | -13.73% | -3.52%-10.2pp | -3.29%-10.4pp | -0.69%-13.0pp |
| Employer contribution / active EE | $0 | $14,733-100.0% | $36,762-100.0% | $16,786-100.0% |
| Participant deferral / active EE | $0 | $0 | $11-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $124-100.0% | $6,121-100.0% | $124-100.0% |