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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.4 years Filed as: BENESYS Service code 14 · EIN 38-2383171 | Plan Administrator | $76,380 |
SUSANIN WIDMAN & BRENNAN PC6+ years Filed as: SUSANIN WIDMAN & BRENNAN, PC Service code 29 · EIN 23-2265950 | Legal | $59,652 |
PFM ADVISORS6+ years Service code 27 · EIN 23-3087064 | Advisory (Plan) | $54,000 |
OLD GLORY ASSET MANAGEMENT6+ years Filed as: OLD GLORY Service code 28 · EIN 90-0065134 | Investment Management | $23,135 |
MSPC6+ years Service code 10 · EIN 22-2951202 | Accounting | $18,677 |
PNC BANK, N.A.6+ years Filed as: PNC INSTITUTIONAL INVESTMENTS Service code 28 · EIN 25-1211909 | Investment Management | $17,234 |
Filed as: CHARTWELL INVESTMENT Service code 28 1205 WESTLAKES DR. 100 · BERWYN, PA 19312 | Investment Management | $15,039 |
PHILADELPHIA TRUST COMPANY6+ years Filed as: PHILADELPHIA TRUST Service code 28 · EIN 23-2979239 | Investment Management | $9,305 |
JENNINGS SIGMOND P.C.3 years Filed as: JENNINGS SIGMOND PC Service code 29 | Legal | $8,925 |
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 | $46,298 | $81,719-43.3% | $101,271-54.3% | $90,274-48.7% |
| Participation rate | 100.0% | 80.7%+19.3pp | 75.8%+24.2pp | 73.4%+26.6pp |
| Annual return | 6.31% | 337.64%-331.3pp | 46.48%-40.2pp | 53.97%-47.7pp |
| Employer contribution / active EE | $2,789 | $3,622-23.0% | $3,660-23.8% | $2,523+10.5% |
| Participant deferral / active EE | $0 | $3,310-100.0% | $4,371-100.0% | $4,231-100.0% |
| Admin fee / account holder | $174 | $162+7.8% | $5,948-97.1% | $114+53.0% |