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| Provider | Service type | Compensation |
|---|---|---|
GLENMEDE TRUST CO.3+ years Service code 28 · EIN 51-0390823 | Investment Management | $128,052 |
THE LONDON COMPANY1 year Filed as: LONDON COMPANY Service code 28 · EIN 90-0824693 | Investment Management | $7,226 |
POLEN CAPITAL1 year Service code 28 · EIN 26-0319356 | Investment Management | $5,398 |
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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 | $44,091-100.0% | $184,886-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 4.5%-4.5pp |
| Annual return | 13.63% | 11.09%+2.5pp | 8.32%+5.3pp | 13.95%-0.3pp |
| Employer contribution / active EE | $23,018 | $10,980+109.6% | $30,793-25.2% | $16,598+38.7% |
| Participant deferral / active EE | $0 | $4,074-100.0% | $90-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $2,802-100.0% | $612-100.0% |