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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 2929 ARCH ST, 7TH FLOOR · PHILADELPHIA, PA 19104 | Other Fees | $496,209 |
FOUNDRY PARTNERS5+ years Filed as: FOUNDRY PARTNERS LLC Service code 51 · EIN 46-1184506 | Investment Mgmt Fees | $275,346 |
ZENITH AMERICAN SOLUTIONS3 years Filed as: ZENITH AMERICAN SOLUTIONS,INC Service code 13 401 LIBERTY AVENUE, STE 1200 · PITTSBURGH, PA 15222 | Contract Administrator | $215,045 |
BAHL & GAYNOR5+ years Filed as: BAHL AND GAYNOR, INC Service code 31 · EIN 31-1297139 | Securities brokerage commissions and ... | $202,929 |
Service code 11 1845 WALNUT STREET, 14 FLOOR · PHILADELPHIA, PA 19103 | Actuarial | $186,564 |
PHILADELPHIA TRUST COMPANY5+ years Filed as: THE PHILADELPHIA TRUST COMPANY Service code 28 · EIN 23-2979239 | Investment Management | $169,501 |
WEAVER AND TIDWELL, LLP4 years Filed as: WEAVER C BARKSDALE & ASSOC INC Service code 28 1 BURTON HILLS BLVD, SUITE 100 · NASHVILLE, TN 37215 | Investment Management | $162,205 |
ROTHSCHILD ASSET MANAGEMENT4 years Service code 28 1251 AVENUE OF THE AMERICAS 34TH FL · NEW YORK, NY 10020 | Investment Management | $131,550 |
PNC BANK, N.A.4 years Service code 19 · EIN 25-1211909 | Securities Custodian | $98,784 |
MORGAN STANLEY SMITH BARNEY5+ years Filed as: MORGAN STANLEY WEALTH MGMT Service code 28 522 5TH AVENUE, 11TH FLOOR · NEW YORK, NY 10036 | Investment Management | $90,000 |
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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 | $341,093,897-100.0% | $362,723-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 0.0%0pp |
| Annual return | 18.15% | 12.20%+6.0pp | 10.56%+7.6pp | 21.83%-3.7pp |
| Employer contribution / active EE | $19,708 | $12,801+54.0% | $30,199-34.7% | $12,237+61.0% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $2,168-100.0% | $1,551,325-100.0% |