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| Provider | Service type | Compensation |
|---|---|---|
PORTFOLIO ADVISORS6 years Filed as: PORTFOLIO ADVISORS, LLC Service code 28 · EIN 06-1487853 | Investment Management | $154,608 |
Filed as: HARDMAN JOHNSTON GLOBL ADVISORS Service code 28 · EIN 13-3257590 | Investment Management | $116,249 |
Service code 27 · EIN 58-1645832 | Advisory (Plan) | $100,000 |
WEDGE CAPITAL MANAGEMENT5 years Service code 28 · EIN 56-1557450 | Investment Management | $97,819 |
SAMUEL GOLDSTEIN & CO PC9 years Filed as: SAMUEL J. KENISH Service code 30 · EIN 23-1990755 | Direct payment from the plan; Employe... | $95,293 |
Filed as: PRINCIPAL BANK Service code 19 · EIN 42-1520346 | Securities Custodian | $74,721 |
NOVAK FRANCELLA LLC7 years Service code 10 · EIN 61-1436956 | Accounting | $62,913 |
Filed as: KEYSTONE 74 BENEFITS AND ADMIN Service code 11 3031 WALTON ROAD, BUILDING B · PLYMOUTH MEETING, PA 19462 | Actuarial | $46,438 |
AMERICAN REALTY ADVISORS7 years Service code 28 · EIN 33-0123114 | Investment Management | $44,084 |
Filed as: INTERCONTINENTAL R/E CORP. Service code 28 · EIN 04-2895544 | Investment Management | $44,064 |
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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 | $0 | - | - |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 10.16% | 10.61%-0.4pp | 19.79%-9.6pp | 10.61%-0.4pp |
| Employer contribution / active EE | $11,017 | $15,605-29.4% | $30,350-63.7% | $15,605-29.4% |
| Participant deferral / active EE | $0 | $1,909-100.0% | $72-100.0% | $1,909-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |