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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.8 years Filed as: BENESYS Service code 14 · EIN 38-2383171 | Plan Administrator | $79,440 |
PFM ADVISORS10+ years Service code 27 · EIN 23-3087064 | Advisory (Plan) | $70,000 |
Filed as: CHARTWELL INVESTMENT Service code 19 1205 WESTLAKES DR. 100 · BERWYN, PA 19312 | Securities Custodian | $36,000 |
MSPC10+ years Service code 10 · EIN 22-2951202 | Accounting | $21,616 |
PNC BANK, N.A.10+ years Filed as: PNC INSTITUTIONAL INVESTMENTS Service code 19 · EIN 25-1211909 | Securities Custodian | $15,995 |
OLD GLORY ASSET MANAGEMENT10+ years Filed as: OLD GLORY Service code 28 · EIN 90-0065134 | Investment Management | $13,953 |
SUSANIN WIDMAN & BRENNAN PC10+ years Filed as: SUSANIN WIDMAN & BRENNAN, PC Service code 29 · EIN 23-2265950 | Legal | $11,260 |
Service code 29 325 CHESTNUT STREET, SUITE 200 · PHILADELPHIA, PA 19106 | Legal | $5,500 |
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 | $56,370 | $241,850-76.7% | $102,437-45.0% | $200,096-71.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 74.5%+25.5pp | 72.0%+28.0pp |
| Annual return | 5.04% | 17.67%-12.6pp | 24.95%-19.9pp | 34.26%-29.2pp |
| Employer contribution / active EE | $4,320 | $4,253+1.6% | $3,871+11.6% | $3,038+42.2% |
| Participant deferral / active EE | $0 | $3,961-100.0% | $5,060-100.0% | $5,090-100.0% |
| Admin fee / account holder | $158 | $288-45.2% | $8,388-98.1% | $269-41.4% |