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| Provider | Service type | Compensation |
|---|---|---|
FRINGE BENEFIT SERVICES1+ years Filed as: FRINGE BENEFIT SERVICES, INC Service code 14 · EIN 84-0620086 | Plan Administrator | $72,000 |
PFM ADVISORS1+ years Service code 27 · EIN 23-3087064 | Advisory (Plan) | $33,333 |
INDEPENDENT FINANCIAL PARTNERS1+ years Filed as: SIERRA INVESTMENT MANAGERS Service code 28 · EIN 68-0370668 | Investment Management | $26,303 |
C.S. MCKEE, L.P.1+ years Filed as: CS MCKEE Service code 28 · EIN 25-1900687 | Investment Management | $21,357 |
PNC BANK, N.A.1+ years Filed as: PNC INSTITUTIONAL INVESTMENTS Service code 28 · EIN 25-1211909 | Investment Management | $20,372 |
OLD GLORY ASSET MANAGEMENT1+ years Filed as: OLD GLORY Service code 28 · EIN 90-0065134 | Investment Management | $18,914 |
SUSANIN WIDMAN & BRENNAN PC1+ years Filed as: SUSANIN WIDMAN & BRENNAN, PC Service code 29 · EIN 23-2265950 | Legal | $18,300 |
PHILADELPHIA TRUST COMPANY1+ years Filed as: PHILADELPHIA TRUST Service code 28 · EIN 23-2979239 | Investment Management | $16,080 |
MSPC1+ years Service code 10 · EIN 22-2951202 | Accounting | $15,000 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $55,516-100.0% | $75,784-100.0% | $59,188-100.0% |
| Participation rate | 0.0% | 73.6%-73.6pp | 75.8%-75.8pp | 69.4%-69.4pp |
| Annual return | 0.90% | -1.89%+2.8pp | 9.68%-8.8pp | 5.51%-4.6pp |
| Employer contribution / active EE | $1,892 | $2,604-27.3% | $3,323-43.1% | $2,098-9.8% |
| Participant deferral / active EE | $0 | $2,599-100.0% | $3,652-100.0% | $3,265-100.0% |
| Admin fee / account holder | $0 | $110-100.0% | $5,300-100.0% | $92-100.0% |