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| Provider | Service type | Compensation |
|---|---|---|
GLENMEDE2+ years Service code 21 1650 MARKET STREET · PHILADELPHIA, PA 191037391 | Bank Trustee | $1,049 |
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Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $78,695-100.0% | $111,575-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 2.7%-2.7pp | 8.4%-8.4pp | 12.6%-12.6pp |
| Annual return | -15.43% | 4.40%-19.8pp | 18.87%-34.3pp | 4.56%-20.0pp |
| Employer contribution / active EE | $8,989 | $10,694-15.9% | $19,828-54.7% | $15,526-42.1% |
| Participant deferral / active EE | $0 | $30-100.0% | $68-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $0 | $262-100.0% | $1,711-100.0% |