Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.3 years Filed as: BENESYS Service code 14 · EIN 38-2383171 | Plan Administrator | $74,530 |
PFM ADVISORS5+ years Service code 27 · EIN 23-3087064 | Advisory (Plan) | $50,000 |
SUSANIN WIDMAN & BRENNAN PC5+ years Filed as: SUSANIN WIDMAN & BRENNAN, PC Service code 29 · EIN 23-2265950 | Legal | $29,698 |
OLD GLORY ASSET MANAGEMENT5+ years Filed as: OLD GLORY Service code 28 · EIN 90-0065134 | Investment Management | $22,593 |
MSPC5+ years Service code 10 · EIN 22-2951202 | Accounting | $21,544 |
PNC BANK, N.A.5+ years Filed as: PNC INSTITUTIONAL INVESTMENTS Service code 28 · EIN 25-1211909 | Investment Management | $17,831 |
JENNINGS SIGMOND P.C.2 years Filed as: JENNINGS SIGMOND PC Service code 29 | Legal | $16,866 |
Filed as: CHARTWELL INVESTMENT Service code 28 1205 WESTLAKES DR. 100 · BERWYN, PA 19312 | Investment Management | $16,099 |
PHILADELPHIA TRUST COMPANY5+ years Filed as: PHILADELPHIA TRUST Service code 28 · EIN 23-2979239 | Investment Management | $14,709 |
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 | $43,107 | $66,051-34.7% | $92,909-53.6% | $77,775-44.6% |
| Participation rate | 100.0% | 81.0%+19.0pp | 76.0%+24.0pp | 73.2%+26.8pp |
| Annual return | 9.31% | 20.69%-11.4pp | 109.44%-100.1pp | 32.58%-23.3pp |
| Employer contribution / active EE | $2,855 | $3,426-16.7% | $3,653-21.9% | $2,504+14.0% |
| Participant deferral / active EE | $0 | $3,013-100.0% | $4,238-100.0% | $3,966-100.0% |
| Admin fee / account holder | $158 | $148+6.7% | $5,795-97.3% | $100+57.6% |