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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.6 years Filed as: BENESYS Service code 14 · EIN 38-2383171 | Plan Administrator | $79,963 |
PFM ADVISORS8+ years Service code 27 · EIN 23-3087064 | Advisory (Plan) | $62,000 |
OLD GLORY ASSET MANAGEMENT8+ years Filed as: OLD GLORY Service code 28 · EIN 90-0065134 | Investment Management | $25,209 |
Filed as: CHARTWELL INVESTMENT Service code 28 1205 WESTLAKES DR. 100 · BERWYN, PA 19312 | Investment Management | $21,522 |
MSPC8+ years Service code 10 · EIN 22-2951202 | Accounting | $19,504 |
PNC BANK, N.A.8+ years Filed as: PNC INSTITUTIONAL INVESTMENTS Service code 28 · EIN 25-1211909 | Investment Management | $15,817 |
SUSANIN WIDMAN & BRENNAN PC8+ years Filed as: SUSANIN WIDMAN & BRENNAN, PC Service code 29 · EIN 23-2265950 | Legal | $13,295 |
JENNINGS SIGMOND P.C.5 years Filed as: JENNINGS SIGMOND PC Service code 29 | Legal | $5,845 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,255 | $76,774-39.8% | $112,249-58.8% | $77,906-40.6% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.1%+24.9pp | 73.7%+26.3pp |
| Annual return | -8.95% | -10.25%+1.3pp | 27.48%-36.4pp | 12.16%-21.1pp |
| Employer contribution / active EE | $3,530 | $3,977-11.2% | $3,636-2.9% | $2,846+24.0% |
| Participant deferral / active EE | $0 | $3,778-100.0% | $4,729-100.0% | $4,805-100.0% |
| Admin fee / account holder | $155 | $239-35.2% | $6,412-97.6% | $133+16.8% |