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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 2929 ARCH ST, 7TH FLOOR · PHILADELPHIA, PA 19104 | Other Fees | $497,030 |
FOUNDRY PARTNERS4+ years Filed as: FOUNDRY PARTNERS LLC Service code 51 · EIN 46-1184506 | Investment Mgmt Fees | $423,509 |
ROTHSCHILD ASSET MANAGEMENT3 years Service code 28 1251 AVENUE OF THE AMERICAS 34TH FL · NEW YORK, NY 10020 | Investment Management | $202,222 |
ZENITH AMERICAN SOLUTIONS2 years Filed as: ZENITH AMERICAN SOLUTIONS,INC Service code 13 401 LIBERTY AVENUE, STE 1200 · PITTSBURGH, PA 15222 | Contract Administrator | $200,825 |
BAHL & GAYNOR4+ years Filed as: BAHL AND GAYNOR, INC Service code 31 · EIN 31-1297139 | Soft dollars commissions; Named fiduc... | $185,114 |
PHILADELPHIA TRUST COMPANY4+ years Filed as: THE PHILADELPHIA TRUST COMPANY Service code 28 · EIN 23-2979239 | Investment Management | $165,054 |
WEAVER AND TIDWELL, LLP3 years Filed as: WEAVER C BARKSDALE & ASSOC INC Service code 28 1 BURTON HILLS BLVD, SUITE 100 · NASHVILLE, TN 37215 | Investment Management | $153,273 |
Service code 11 1845 WALNUT STREET, 14 FLOOR · PHILADELPHIA, PA 19103 | Actuarial | $133,551 |
CLEARY, JOSEM & TRIGIANI LLP4+ years Filed as: CLEARY & JOSEM LLP Service code 29 · EIN 23-2657967 | Legal | $132,473 |
PNC BANK, N.A.3 years Service code 19 · EIN 25-1211909 | Securities Custodian | $121,057 |
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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 | $21,578,776-100.0% | $245,396-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 0.0%0pp |
| Annual return | -5.70% | 2.02%-7.7pp | -752.26%+746.6pp | 33.37%-39.1pp |
| Employer contribution / active EE | $19,311 | $12,422+55.5% | $31,802-39.3% | $11,253+71.6% |
| Participant deferral / active EE | $0 | $0 | $47-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $1,223-100.0% | $99,113-100.0% |