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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS6 years Filed as: ZENITH AMERICAN SOLUTIONS,INC Service code 13 401 LIBERTY AVENUE, STE 1200 · PITTSBURGH, PA 15222 | Contract Administrator | $146,282 |
MORGAN STANLEY SMITH BARNEY8+ years Filed as: MORGAN STANLEY WEALTH MGMT Service code 28 522 5TH AVENUE, 11TH FLOOR · NEW YORK, NY 10036 | Investment Management | $74,160 |
CLEARY, JOSEM & TRIGIANI LLP8+ years Filed as: CLEARY & JOSEM LLP Service code 29 · EIN 23-2657967 | Legal | $73,942 |
EMPLOYEE FIDUCIARY, LLC8+ years Filed as: EMPLOYEE A Service code 30 · EIN 23-2004424 | Employee (plan) | $48,583 |
Service code 10 · EIN 23-2586736 | Accounting | $40,554 |
EMPLOYEE FIDUCIARY, LLC1 year Filed as: EMPLOYEE B Service code 30 · EIN 23-2004424 | Employee (plan) | $39,735 |
KENNEDY PRINTING CO., INC.8+ years Filed as: KENNEDY PRINTING CO. Service code 36 5534 BALTIMORE AVE. · PHILADELPHIA, PA 19143 | Copying and duplicating | $27,649 |
Service code 99 · EIN 37-1424586 | Other Fees | $23,441 |
KANG HAGGERTY & FETBROYT6 years Service code 29 123 S. BROAD STREET, SUITE 1670 · PHILADELPHIA, PA 19109 | Legal | $18,173 |
AMERICAN FUNDS4 years Service code 28 · EIN 95-1411037 | Investment Management | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,425 | $70,048+39.1% | $112,270-13.2% | $78,104+24.7% |
| Participation rate | 75.3% | 84.1%-8.9pp | 75.1%+0.2pp | 74.5%+0.8pp |
| Annual return | -13.66% | -10.85%-2.8pp | 27.49%-41.1pp | 10.90%-24.6pp |
| Employer contribution / active EE | $8,642 | $4,000+116.0% | $3,635+137.7% | $3,128+176.3% |
| Participant deferral / active EE | $0 | $3,679-100.0% | $4,729-100.0% | $5,089-100.0% |
| Admin fee / account holder | $291 | $127+129.1% | $6,411-95.5% | $79+268.2% |