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| Provider | Service type | Compensation |
|---|---|---|
THE BRYN MAWR TRUST COMPANY10+ years Service code 21 · EIN 23-0441580 | Bank Trustee | $76,233 |
BLACKROCK2 years Filed as: BLACKROCK, INC. Service code 28 · EIN 32-0174431 | Investment Management | $0 |
DODGE & COX6 years Service code 28 · EIN 94-1441976 | Investment Management | $0 |
GRANDEUR PEAK LLC2 years Filed as: GRANDEUR PEAK GLOBAL ADVISORS, LLC Service code 28 1290 BROADWAY SUITE 1100 · DENVER, CO 80203 | Investment Management | $0 |
Filed as: J.P. MORGAN INVESTMENT MANAGEMENT, Service code 28 · EIN 13-2624428 | Investment Management | $0 |
JOHCM (USA) INC.2 years Service code 28 53 STATE ST, 13TH FLOOR · BOSTON, MA 02109 | Investment Management | $0 |
PACER ADVISORS, INC.2 years Filed as: PACER US CASH COWS 100 ETF Service code 28 16 INDUSTRIAL BLVD, SUITE 201 · PAOLI, PA 19301 | Investment Management | $0 |
POLEN CAPITAL1 year Filed as: POLEN CAPITAL MANAGEMENT, LLC Service code 28 2700 N. MILITARY TRAIL SUITE 230 · BOCA RATON, FL 33431 | Investment Management | $0 |
GOLDMAN SACHS2 years Filed as: SEAFARER CAPITAL PARTNERS, LLC Service code 28 · EIN 45-1359188 | Investment Management | $0 |
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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 | $24,265-100.0% | $255,499-100.0% | $24,265-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 9.3%-9.3pp |
| Annual return | 7.44% | 9.83%-2.4pp | 6.84%+0.6pp | 9.76%-2.3pp |
| Employer contribution / active EE | $11,235 | $17,435-35.6% | $29,902-62.4% | $12,965-13.3% |
| Participant deferral / active EE | $0 | $78-100.0% | $13-100.0% | $143-100.0% |
| Admin fee / account holder | $0 | $4,785-100.0% | $5,241-100.0% | $4,785-100.0% |