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| Provider | Service type | Compensation |
|---|---|---|
THE BRYN MAWR TRUST COMPANY8+ years Service code 21 · EIN 23-0441580 | Bank Trustee | $62,780 |
CONRAD SIEGEL6 years Service code 11 · EIN 23-1669823 PO BOX 5900 · HARRISBURG, PA 171100900 | Actuarial | $15,200 |
DODGE & COX4 years Service code 28 · EIN 94-1441976 | Investment Management | $0 |
Filed as: FIDELITY MSCI REAL ESTATE INDEX ETF Service code 28 · EIN 47-2345691 | Investment Management | $0 |
Filed as: FORUM FUNDS II Service code 28 THREE CANAL PLAZA SUITE 600 · PORTLAND, ME 04101 | Investment Management | $0 |
INVESCO2 years Filed as: INVESCO ADVISERS, INC. Service code 28 · EIN 76-0528004 | Investment Management | $0 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: JP MORGAN INVESTMENT INC Service code 28 · EIN 13-2624428 | Investment Management | $0 |
Service code 28 | Investment Management | $0 |
LAZARD ASSET MANAGEMENT4 years Filed as: LAZARD ASSET LLC Service code 28 · EIN 20-4571006 | Investment Management | $0 |
LAZARD ASSET MANAGEMENT4 years Filed as: LAZARD ASSET MANAGEMENT LLC Service code 28 | Investment Management | $0 |
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Participant contribution per participant 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $37,118-100.0% | $250,986-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 19.5%-19.5pp | 50.6%-50.6pp | 12.4%-12.4pp |
| Annual return | 8.61% | 10.14%-1.5pp | 32.32%-23.7pp | 9.89%-1.3pp |
| Employer contribution / active EE | $12,040 | $16,236-25.8% | $33,960-64.5% | $14,313-15.9% |
| Participant deferral / active EE | $0 | $27-100.0% | $43-100.0% | $71-100.0% |
| Admin fee / account holder | $0 | $1,345-100.0% | $10,141-100.0% | $9,084-100.0% |