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| Provider | Service type | Compensation |
|---|---|---|
I.E. SHAFFER & CO.2 years Filed as: IE SHAFFER Service code 14 830 BEAR TAVERN ROAD · WEST TRENTON, NJ 08628 | Plan Administrator | $88,966 |
PFM ADVISORS3+ years Service code 27 · EIN 23-3087064 | Advisory (Plan) | $38,119 |
MSPC3+ years Service code 10 · EIN 22-2951202 | Accounting | $26,791 |
OLD GLORY ASSET MANAGEMENT3+ years Filed as: OLD GLORY Service code 28 · EIN 90-0065134 | Investment Management | $20,910 |
INDEPENDENT FINANCIAL PARTNERS3+ years Filed as: SIERRA INVESTMENT MANAGERS Service code 28 · EIN 68-0370668 | Investment Management | $20,459 |
SUSANIN WIDMAN & BRENNAN PC3+ years Filed as: SUSANIN WIDMAN & BRENNAN, PC Service code 29 · EIN 23-2265950 | Legal | $19,325 |
PNC BANK, N.A.3+ years Filed as: PNC INSTITUTIONAL INVESTMENTS Service code 28 · EIN 25-1211909 | Investment Management | $17,808 |
Filed as: CHARTWELL INVESTMENT Service code 28 1205 WESTLAKES DR. 100 · BERWYN, PA 19312 | Investment Management | $16,745 |
PHILADELPHIA TRUST COMPANY3+ years Filed as: PHILADELPHIA TRUST Service code 28 · EIN 23-2979239 | Investment Management | $15,048 |
BENESYS, INC.1 year Filed as: BENESYS Service code 14 · EIN 38-2383171 | Plan Administrator | $12,175 |
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 | $37,904 | $221,442-82.9% | $92,240-58.9% | $77,958-51.4% |
| Participation rate | 82.7% | 79.6%+3.0pp | 76.5%+6.2pp | 71.6%+11.0pp |
| Annual return | 6.86% | 15.65%-8.8pp | 176.29%-169.4pp | 20.87%-14.0pp |
| Employer contribution / active EE | $1,878 | $3,226-41.8% | $3,680-49.0% | $2,310-18.7% |
| Participant deferral / active EE | $0 | $2,779-100.0% | $3,897-100.0% | $3,537-100.0% |
| Admin fee / account holder | $170 | $210-18.7% | $5,194-96.7% | $97+75.0% |