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| Provider | Service type | Compensation |
|---|---|---|
HARBRIDGE CONSULTING1 year Service code 11 · EIN 20-2026711 ONE LINCOLN CENTER · SYRACUSE, NY 13202 | Actuarial | $115,850 |
Filed as: GREAT LAKES ADVISORS Service code 28 · EIN 80-0292839 231 S LASALLE STREET · CHICAGO, IL 60604 | Investment Management | $90,909 |
INVESCO1 year Filed as: INVESCO NORTHEAST Service code 28 · EIN 13-3725888 1360 PEACHTREE NORTHEAST · ATLANTA, GA 30309 | Investment Management | $85,182 |
SAMUEL GOLDSTEIN & CO PC1 year Filed as: SAMUEL J. KENISH Service code 30 · EIN 23-1990755 12298 TOWNSEND ROAD · PHILADELPHIA, PA 19154 | Employee (plan) | $69,389 |
Filed as: CLEARY AND JOSEM Service code 29 · EIN 23-2025670 1650 MARKET STREET · PHILADELPHIA, PA 19103 | Legal | $69,296 |
Filed as: LOGAN CAPITAL MANAGEMENT Service code 28 · EIN 23-1990755 6 COULTHER AVENUE 2000 · ARDMORE, PA 19041 | Investment Management | $67,006 |
Service code 27 · EIN 58-1645832 642 NEWTOWN YARDLEY ROAD · NEWTOWN, PA 18940 | Advisory (Plan) | $61,990 |
Filed as: BUCHANAN INGERSOLL PC Service code 29 · EIN 25-1698000 TWO LIBERTY PLACE · PHILADELPHIA, PA 19102 | Legal | $59,577 |
AMALGAMATED1 year Service code 28 · EIN 36-0721895 275 SEVENTH AVENUE · NEW YORK, NY 10001 | Investment Management | $50,164 |
ETENBROECK LLC1 year Filed as: E. TEN BROECK LLC Service code 10 · EIN 20-2017396 1109 SAUNDERS COURT 2ND FLOOR · WEST CHESTER, PA 19382 | Accounting | $48,373 |
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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 | $1,723,788-100.0% | $85,985-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.2%-19.2pp | 1.9%-1.9pp |
| Annual return | 11.23% | 11.16%+0.1pp | 14.20%-3.0pp | 23.90%-12.7pp |
| Employer contribution / active EE | $8,065 | $17,064-52.7% | $27,968-71.2% | $16,539-51.2% |
| Participant deferral / active EE | $0 | $1,954-100.0% | $576-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $6,028-100.0% | $18,975-100.0% |