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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.7 years Filed as: BENESYS Service code 14 · EIN 38-2383171 | Plan Administrator | $79,490 |
PFM ADVISORS9+ years Service code 27 · EIN 23-3087064 | Advisory (Plan) | $66,000 |
Filed as: CHARTWELL INVESTMENT Service code 19 1205 WESTLAKES DR. 100 · BERWYN, PA 19312 | Securities Custodian | $35,136 |
PNC BANK, N.A.9+ years Filed as: PNC INSTITUTIONAL INVESTMENTS Service code 19 · EIN 25-1211909 | Securities Custodian | $16,066 |
MSPC9+ years Service code 10 · EIN 22-2951202 | Accounting | $15,194 |
OLD GLORY ASSET MANAGEMENT9+ years Filed as: OLD GLORY Service code 28 · EIN 90-0065134 | Investment Management | $14,621 |
SUSANIN WIDMAN & BRENNAN PC9+ years Filed as: SUSANIN WIDMAN & BRENNAN, PC Service code 29 · EIN 23-2265950 | Legal | $7,842 |
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 | $51,943 | $88,479-41.3% | $96,520-46.2% | $80,149-35.2% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 72.9%+27.1pp |
| Annual return | 8.22% | 22.53%-14.3pp | 35.72%-27.5pp | 40.39%-32.2pp |
| Employer contribution / active EE | $3,960 | $4,177-5.2% | $3,739+5.9% | $2,977+33.0% |
| Participant deferral / active EE | $0 | $3,961-100.0% | $4,879-100.0% | $5,015-100.0% |
| Admin fee / account holder | $146 | $211-30.9% | $6,733-97.8% | $145+0.7% |