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| Provider | Service type | Compensation |
|---|---|---|
THE BRYN MAWR TRUST COMPANY2+ years Service code 21 · EIN 23-0441580 | Bank Trustee | $48,304 |
CONRAD SIEGEL1 year Filed as: CONRAD SIEGEL ACTUARIES Service code 11 · EIN 23-1669823 | Actuarial | $36,200 |
JPMORGAN INVEST HOLDINGS LLC2+ years Filed as: CHASE INVESTMENT COUNSEL CORP Service code 28 · EIN 04-3483032 | Investment Management | $0 |
OFI GLOBAL TRUST COMPANY2+ years Filed as: OFI GLOBAL ASSET MANAGEMENT Service code 28 12100 EAST ILIFF AVENUE · AURORA, CO 802175270 | Investment Management | $0 |
T ROWE PRICE RPS INC2+ years Filed as: T. ROWE PRICE ASSOCIATES, INC. Service code 28 · EIN 52-2264646 | Investment Management | $0 |
FRANKLIN TEMPLETON2+ years Filed as: TEMPLETON INVESTMENT COUNSEL LLC Service code 28 500 E BROWARD BLVD 900 · FORT LAUNDERDALE, FL 33394 | Investment Management | $0 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $34,123-100.0% | $198,173-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 13.5%-13.5pp | 42.0%-42.0pp | 4.5%-4.5pp |
| Annual return | 9.95% | 10.93%-1.0pp | 10.16%-0.2pp | 13.95%-4.0pp |
| Employer contribution / active EE | $5,030 | $10,209-50.7% | $33,192-84.8% | $16,598-69.7% |
| Participant deferral / active EE | $0 | $442-100.0% | $66-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $123-100.0% | $7,531-100.0% | $612-100.0% |