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| Provider | Service type | Compensation |
|---|---|---|
FOUNDRY PARTNERS7+ years Filed as: FOUNDRY PARTNERS LLC Service code 51 · EIN 46-1184506 | Investment Mgmt Fees | $305,997 |
PHILADELPHIA TRUST COMPANY7+ years Filed as: THE PHILADELPHIA TRUST COMPANY Service code 28 · EIN 23-2979239 | Investment Management | $241,527 |
ZENITH AMERICAN SOLUTIONS5 years Filed as: ZENITH AMERICAN SOLUTIONS,INC Service code 13 401 LIBERTY AVENUE, STE 1200 · PITTSBURGH, PA 15222 | Contract Administrator | $219,340 |
WEAVER AND TIDWELL, LLP6 years Filed as: WEAVER C BARKSDALE & ASSOC INC Service code 28 1 BURTON HILLS BLVD, SUITE 100 · NASHVILLE, TN 37215 | Investment Management | $178,708 |
OLD GLORY ASSET MANAGEMENT7+ years Service code 28 · EIN 90-0065134 | Investment Management | $115,484 |
Filed as: CHARTWELL INVESTMENT PARTNERS Service code 28 1205 WESTLAKES DR SUITE 100 · BERWYN, PA 19312 | Investment Management | $102,023 |
MORGAN STANLEY SMITH BARNEY7+ years Filed as: MORGAN STANLEY WEALTH MGMT Service code 28 522 5TH AVENUE, 11TH FLOOR · NEW YORK, NY 10036 | Investment Management | $92,700 |
KENNEDY PRINTING CO., INC.7+ years Service code 36 · EIN 23-1699861 | Copying and duplicating | $76,547 |
CLEARY, JOSEM & TRIGIANI LLP7+ years Filed as: CLEARY & JOSEM LLP Service code 29 · EIN 23-2657967 | Legal | $69,871 |
EMPLOYEE FIDUCIARY, LLC7+ years Filed as: EMPLOYEE A Service code 30 · EIN 23-2004424 | Employee (plan) | $61,621 |
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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 | $444,552-100.0% | $201,582-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 3.7%-3.7pp |
| Annual return | 14.63% | 19.37%-4.7pp | 11.08%+3.6pp | 15.63%-1.0pp |
| Employer contribution / active EE | $20,503 | $13,107+56.4% | $28,418-27.9% | $11,476+78.7% |
| Participant deferral / active EE | $0 | $2-100.0% | $86-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $6,559-100.0% | $429-100.0% |