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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 2929 ARCH ST, 7TH FLOOR · PHILADELPHIA, PA 19104 | Other Fees | $456,785 |
FOUNDRY PARTNERS6+ years Filed as: FOUNDRY PARTNERS LLC Service code 51 · EIN 46-1184506 | Investment Mgmt Fees | $218,947 |
ZENITH AMERICAN SOLUTIONS4 years Filed as: ZENITH AMERICAN SOLUTIONS,INC Service code 13 401 LIBERTY AVENUE, STE 1200 · PITTSBURGH, PA 15222 | Contract Administrator | $214,299 |
BAHL & GAYNOR6+ years Filed as: BAHL AND GAYNOR, INC Service code 31 · EIN 31-1297139 | Securities brokerage commissions and ... | $203,939 |
WEAVER AND TIDWELL, LLP5 years Filed as: WEAVER C BARKSDALE & ASSOC INC Service code 28 1 BURTON HILLS BLVD, SUITE 100 · NASHVILLE, TN 37215 | Investment Management | $175,146 |
PHILADELPHIA TRUST COMPANY6+ years Filed as: THE PHILADELPHIA TRUST COMPANY Service code 28 · EIN 23-2979239 | Investment Management | $130,771 |
MORGAN STANLEY SMITH BARNEY6+ years Filed as: MORGAN STANLEY WEALTH MGMT Service code 28 522 5TH AVENUE, 11TH FLOOR · NEW YORK, NY 10036 | Investment Management | $90,000 |
CLEARY, JOSEM & TRIGIANI LLP6+ years Filed as: CLEARY & JOSEM LLP Service code 29 · EIN 23-2657967 | Legal | $84,842 |
OLD GLORY ASSET MANAGEMENT6+ years Service code 28 · EIN 90-0065134 | Investment Management | $84,169 |
Filed as: CHARTWELL INVESTMENT PARTNERS Service code 28 1205 WESTLAKES DR SUITE 100 · BERWYN, PA 19312 | Investment Management | $67,660 |
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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 | $162,072-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 0.0%0pp |
| Annual return | 8.12% | 6.82%+1.3pp | 8.01%+0.1pp | 12.86%-4.7pp |
| Employer contribution / active EE | $18,924 | $12,695+49.1% | $29,476-35.8% | $13,687+38.3% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $630-100.0% | - |