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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BOYD WATTERSON ASSET MGMT LLC Service code 28 · EIN 34-1922005 | Investment Management | $69,651 |
JOE MOSKAUSKI5 years Service code 30 · EIN 23-2652951 | Recordkeeping fees; Employee (plan) | $57,627 |
Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 28 · EIN 58-2432392 | Investment Management | $55,000 |
JENNINGS SIGMOND P.C.7+ years Filed as: JENNINGS & SIGMOND, P.C. Service code 29 510 WALNUT STREET - STE 1600 · PHILADELPHIA, PA 19106 | Legal | $28,503 |
RAE GROUP LLC2 years Filed as: RAE CONSULTING Service code 11 12 PENNS TRAIL, 441 · NEWTOWN, PA 18940 | Actuarial | $25,000 |
NOVAK FRANCELLA LLC7+ years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $24,581 |
SUSANIN WIDMAN & BRENNAN PC4 years Filed as: SUSANIN WIDMAN & BRENNAN, PC Service code 29 656 EAST SWEDESFORD RD., SUITE 330 · WAYNE, PA 19087 | Legal | $14,231 |
SEGALL BRYANT & HAMILL2 years Filed as: SEGALL BRYANT & HAMILL LLC Service code 28 · EIN 41-1788385 | Investment Management | $13,305 |
WELLS FARGO BANK, N.A.6 years Filed as: WELLS FARGO Service code 19 · EIN 94-1347393 | Securities Custodian | $12,692 |
BENESYS, INC.7+ years Filed as: INNOVATIVE SOFTWARE SOLUTIONS, INC. Service code 15 · EIN 23-2182079 | Recordkeeping | $12,231 |
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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 | $42,491-100.0% | $164,721-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 13.2%-13.2pp | 21.0%-21.0pp | 5.6%-5.6pp |
| Annual return | -1.13% | -6.78%+5.6pp | -5.85%+4.7pp | 39.77%-40.9pp |
| Employer contribution / active EE | $13,709 | $13,335+2.8% | $31,839-56.9% | $19,959-31.3% |
| Participant deferral / active EE | $0 | $1,175-100.0% | $2-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $1,000-100.0% | $62-100.0% |