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| Provider | Service type | Compensation |
|---|---|---|
THE BRYN MAWR TRUST COMPANY4+ years Service code 21 · EIN 23-0441580 | Bank Trustee | $55,788 |
CONRAD SIEGEL2 years Service code 11 · EIN 23-1669823 PO BOX 5900 · HARRISBURG, PA 171100900 | Actuarial | $19,215 |
DELAWARE INVESTMENTS2 years Filed as: DELAWARE COMPANY Service code 28 2005 MARKET ST. · PHILADELPHIA, PA 19103 | Investment Management | $0 |
DELAWARE INVESTMENTS2 years Filed as: DELAWARE MANAGEMENT COMPANY Service code 28 | Investment Management | $0 |
OFI GLOBAL TRUST COMPANY2 years Filed as: OFI GLOBAL ASSET , INC. Service code 28 12100 EAST ILIFF AVENUE · AURORA, CO 802175270 | Investment Management | $0 |
OFI GLOBAL TRUST COMPANY2 years Filed as: OFI GLOBAL ASSET MANAGEMENT INC Service code 28 | Investment Management | $0 |
Filed as: PRINCIPAL GLOBAL INVESTORS LLC Service code 28 · EIN 42-1520346 | Investment Management | $0 |
GOLDMAN SACHS1 year Filed as: SEAFARER CAPITAL PARTNERS LLC Service code 28 1100 LARKSPUR LANDING CIRCLE SUITE · LARKSPUR, CA 94939 | 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 TEMPLETON4+ years Filed as: TEMPLETON INVESTMENT COUNSEL LLC Service code 28 ONE FRANKLIN PARKWAY · SAN MATEO, CA 94403 | Investment Management | $0 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $32,320-100.0% | $428,620-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 16.9%-16.9pp | 46.0%-46.0pp | 2.8%-2.8pp |
| Annual return | 5.74% | 12.96%-7.2pp | 20.73%-15.0pp | 16.32%-10.6pp |
| Employer contribution / active EE | $1,400 | $12,913-89.2% | $36,503-96.2% | $17,007-91.8% |
| Participant deferral / active EE | $0 | $148-100.0% | $77-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $89-100.0% | $7,495-100.0% | $127-100.0% |