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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS5 years Filed as: ZENITH AMERICAN SOLUTIONS,INC Service code 13 401 LIBERTY AVENUE, STE 1200 · PITTSBURGH, PA 15222 | Contract Administrator | $146,232 |
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 | $74,160 |
EMPLOYEE FIDUCIARY, LLC7+ years Filed as: EMPLOYEE A Service code 30 · EIN 23-2004424 | Employee (plan) | $47,122 |
CLEARY, JOSEM & TRIGIANI LLP7+ years Filed as: CLEARY & JOSEM LLP Service code 29 · EIN 23-2657967 | Legal | $38,336 |
Service code 99 · EIN 37-1424586 | Other Fees | $24,341 |
KANG HAGGERTY & FETBROYT5 years Service code 29 123 S. BROAD STREET, SUITE 1670 · PHILADELPHIA, PA 19109 | Legal | $18,096 |
Service code 10 · EIN 23-2586736 | Accounting | $10,180 |
Service code 11 · EIN 31-1582098 1845 WALNUT STREET, 14TH FLOOR · PHILADELPHIA, PA 19103 | Actuarial | $7,123 |
AMERICAN FUNDS3 years Service code 28 · EIN 95-1411037 | Investment Management | $0 |
AMERICAN FUNDS3 years Filed as: AMERICAN FUNDS INVESTMENTS Service code 28 · EIN 95-2817150 | Investment Management | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,154 | $80,412+39.5% | $109,191+2.7% | $101,555+10.4% |
| Participation rate | 84.5% | 84.4%+0.1pp | 75.9%+8.7pp | 74.5%+10.0pp |
| Annual return | 8.97% | 16.17%-7.2pp | 25.76%-16.8pp | 21.00%-12.0pp |
| Employer contribution / active EE | $7,837 | $3,731+110.1% | $3,723+110.5% | $2,972+163.7% |
| Participant deferral / active EE | $0 | $3,396-100.0% | $4,653-100.0% | $4,874-100.0% |
| Admin fee / account holder | $294 | $135+118.0% | $6,756-95.6% | $139+110.9% |