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| Provider | Service type | Compensation |
|---|---|---|
GOLDMAN SACHS1+ years Filed as: ANCHORAGE CAPITAL PARTNERS Service code 19 610 BROADWAY 6TH FLOOR · NEW YORK, NY 10012 | Securities Custodian | $239,060 |
GEMGROUP1+ years Filed as: GEMGROUP, INC Service code 13 · EIN 26-1603738 | Contract Administrator | $182,860 |
THE SAVITZ ORGANIZATION1+ years Service code 11 1845 WALNUT STREET, 14 FLOOR · PHILADELPHIA, PA 19103 | Actuarial | $167,778 |
BLACKROCK1+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 19 · EIN 94-3112180 | Securities Custodian | $154,821 |
PHILADELPHIA TRUST COMPANY1+ years Filed as: THE PHILADELPHIA TRUST COMPANY Service code 28 · EIN 23-2979239 | Investment Management | $102,027 |
Service code 19 40 ROWES WHARF · BOSTON, MA 02110 | Securities Custodian | $95,426 |
EMPLOYEE FIDUCIARY, LLC1+ years Filed as: EMPLOYEE A Service code 30 · EIN 23-2004424 | Employee (plan) | $64,788 |
Service code 10 · EIN 23-2586736 | Accounting | $63,530 |
OLD GLORY ASSET MANAGEMENT1+ years Service code 28 · EIN 90-0065134 | Investment Management | $62,947 |
KENNEDY PRINTING CO., INC.1+ years Service code 36 · EIN 23-1699861 | Copying and duplicating | $54,875 |
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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $14,096,330-100.0% | $115,244-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.3%-33.3pp | 0.0%0pp |
| Annual return | -1.95% | 1.36%-3.3pp | -1.61%-0.3pp | 1.67%-3.6pp |
| Employer contribution / active EE | $18,254 | $10,832+68.5% | $30,840-40.8% | $10,506+73.7% |
| Participant deferral / active EE | $0 | $0 | $41-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $3,433-100.0% | $66,276-100.0% |