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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.2 years Filed as: BENESYS Service code 14 · EIN 38-2383171 | Plan Administrator | $77,899 |
PFM ADVISORS4+ years Service code 27 · EIN 23-3087064 | Advisory (Plan) | $29,840 |
SUSANIN WIDMAN & BRENNAN PC4+ years Filed as: SUSANIN WIDMAN & BRENNAN, PC Service code 29 · EIN 23-2265950 | Legal | $28,654 |
OLD GLORY ASSET MANAGEMENT4+ years Filed as: OLD GLORY Service code 28 · EIN 90-0065134 | Investment Management | $21,968 |
MSPC4+ years Service code 10 · EIN 22-2951202 | Accounting | $20,987 |
PNC BANK, N.A.4+ years Filed as: PNC INSTITUTIONAL INVESTMENTS Service code 28 · EIN 25-1211909 | Investment Management | $18,435 |
Filed as: CHARTWELL INVESTMENT Service code 28 1205 WESTLAKES DR. 100 · BERWYN, PA 19312 | Investment Management | $17,016 |
PHILADELPHIA TRUST COMPANY4+ years Filed as: PHILADELPHIA TRUST Service code 28 · EIN 23-2979239 | Investment Management | $11,572 |
JENNINGS SIGMOND P.C.1 year Filed as: JENNINGS SIGMOND PC Service code 29 | Legal | $8,263 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,889 | $60,396-35.6% | $83,830-53.6% | $75,289-48.3% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.1%+23.9pp | 72.4%+27.6pp |
| Annual return | -0.88% | 3.84%-4.7pp | 850.97%-851.8pp | -0.04%-0.8pp |
| Employer contribution / active EE | $2,563 | $3,343-23.3% | $3,631-29.4% | $2,405+6.6% |
| Participant deferral / active EE | $0 | $2,922-100.0% | $4,082-100.0% | $3,739-100.0% |
| Admin fee / account holder | $152 | $141+7.8% | $5,479-97.2% | $102+48.8% |