Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
THE BRYN MAWR TRUST COMPANY5+ years Service code 21 · EIN 23-0441580 | Bank Trustee | $62,713 |
CONRAD SIEGEL3 years Service code 11 · EIN 23-1669823 PO BOX 5900 · HARRISBURG, PA 171100900 | Actuarial | $7,500 |
DODGE & COX1 year Service code 28 · EIN 94-1441976 | Investment Management | $0 |
Filed as: JP MORGAN INVESTMENT INC Service code 28 · EIN 13-2624428 | Investment Management | $0 |
Service code 28 | Investment Management | $0 |
LAZARD ASSET MANAGEMENT1 year Filed as: LAZARD ASSET LLC Service code 28 · EIN 20-4571006 | Investment Management | $0 |
LAZARD ASSET MANAGEMENT1 year Filed as: LAZARD ASSET MANAGEMENT LLC Service code 28 | Investment Management | $0 |
LEGG MASON1 year Filed as: LEGG MASON PARTNERS FUND ADVISOR LL Service code 28 | Investment Management | $0 |
LEGG MASON1 year Filed as: LEGG MASON PARTNERS FUND ADVISOR, L Service code 28 100 INTERNATIONAL DRIVE · BALTIMORE, MD 21202 | Investment Management | $0 |
OFI GLOBAL TRUST COMPANY3 years Filed as: OFI GLOBAL ASSET , INC. Service code 28 12100 EAST ILIFF AVENUE · AURORA, CO 802175270 | Investment Management | $0 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 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 | $34,741-100.0% | $220,428-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 10.5%-10.5pp | 43.5%-43.5pp | 1.7%-1.7pp |
| Annual return | 2.20% | 9.03%-6.8pp | 90.61%-88.4pp | 627.08%-624.9pp |
| Employer contribution / active EE | $0 | $13,843-100.0% | $32,730-100.0% | $18,824-100.0% |
| Participant deferral / active EE | $0 | $126-100.0% | $40-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $249-100.0% | $12,805-100.0% | $1,923-100.0% |