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| Provider | Service type | Compensation |
|---|---|---|
FRINGE BENEFIT SERVICES2+ years Filed as: FRINGE BENEFIT SERVICES, INC Service code 14 · EIN 84-0620086 | Plan Administrator | $54,000 |
PFM ADVISORS2+ years Service code 27 · EIN 23-3087064 | Advisory (Plan) | $36,021 |
INDEPENDENT FINANCIAL PARTNERS2+ years Filed as: SIERRA INVESTMENT MANAGERS Service code 28 · EIN 68-0370668 | Investment Management | $27,055 |
I.E. SHAFFER & CO.1 year Filed as: IE SHAFFER Service code 14 830 BEAR TAVERN ROAD · WEST TRENTON, NJ 08628 | Plan Administrator | $25,909 |
PNC BANK, N.A.2+ years Filed as: PNC INSTITUTIONAL INVESTMENTS Service code 28 · EIN 25-1211909 | Investment Management | $19,880 |
OLD GLORY ASSET MANAGEMENT2+ years Filed as: OLD GLORY Service code 28 · EIN 90-0065134 | Investment Management | $19,136 |
MSPC2+ years Service code 10 · EIN 22-2951202 | Accounting | $15,000 |
SUSANIN WIDMAN & BRENNAN PC2+ years Filed as: SUSANIN WIDMAN & BRENNAN, PC Service code 29 · EIN 23-2265950 | Legal | $13,222 |
PHILADELPHIA TRUST COMPANY2+ years Filed as: PHILADELPHIA TRUST Service code 28 · EIN 23-2979239 | Investment Management | $12,900 |
Filed as: CHARTWELL INVESTMENT Service code 28 1205 WESTLAKES DR. 100 · BERWYN, PA 19312 | Investment Management | $11,555 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,354 | $54,392-44.2% | $84,753-64.2% | $63,975-52.6% |
| Participation rate | 100.0% | 76.9%+23.1pp | 76.6%+23.4pp | 71.1%+28.9pp |
| Annual return | 4.46% | 611.38%-606.9pp | 22.78%-18.3pp | 48.65%-44.2pp |
| Employer contribution / active EE | $1,780 | $2,943-39.5% | $3,574-50.2% | $2,182-18.4% |
| Participant deferral / active EE | $0 | $2,593-100.0% | $3,712-100.0% | $3,356-100.0% |
| Admin fee / account holder | $133 | $136-2.0% | $5,333-97.5% | $70+89.0% |