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| Provider | Service type | Compensation |
|---|---|---|
JENNINGS SIGMOND P.C.4+ years Filed as: JENNINGS & SIGMOND, P.C. Service code 29 510 WALNUT STREET - STE 1600 · PHILADELPHIA, PA 19106 | Legal | $55,151 |
Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 28 · EIN 58-2432392 | Investment Management | $50,000 |
JOE MOSKAUSKI2 years Service code 30 · EIN 23-2652951 | Employee (plan); Recordkeeping fees | $40,609 |
Filed as: BOYD WATTERSON ASSET MGMT LLC Service code 28 · EIN 34-1922005 | Investment Management | $33,644 |
THE MCKEOGH COMPANY4+ years Filed as: THE MCKEOGH CO. Service code 11 · EIN 23-3003375 | Actuarial | $32,735 |
NOVAK FRANCELLA LLC4+ years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $24,490 |
BLACKROCK2 years Filed as: BLACKROCK INSTITUTIONAL TRUST Service code 21 400 HOWARD STREET · SAN FRANCISCO, CA 94105 | Bank Trustee | $14,728 |
BENESYS, INC.4+ years Filed as: INNOVATIVE SOFTWARE SOLUTIONS, INC. Service code 15 · EIN 23-2182079 | Recordkeeping | $9,994 |
Filed as: CHARTWELL INVESTMENT PARTNERS LLC Service code 28 · EIN 36-4776242 | Investment Management | $9,422 |
JPMORGAN INVEST HOLDINGS LLC2 years Filed as: CHEVY CHASE TRUST COMPANY Service code 28 · EIN 52-2037618 | Investment Management | $8,838 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $46,244-100.0% | $362,723-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 38.2%-38.2pp | 2.8%-2.8pp |
| Annual return | 6.16% | 11.52%-5.4pp | 10.56%-4.4pp | 16.32%-10.2pp |
| Employer contribution / active EE | $12,289 | $11,821+4.0% | $30,197-59.3% | $17,007-27.7% |
| Participant deferral / active EE | $0 | $406-100.0% | $33-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $2,168-100.0% | $127-100.0% |