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| Provider | Service type | Compensation |
|---|---|---|
WITHUMSMITH+BROWN, PC3+ years Filed as: BROWN BROTHERS HARRIMAN Service code 21 1531 WALNUT STREET · PHILADELPHIA, PA 191023098 | Bank Trustee | $53,913 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $37,197-100.0% | $261,924-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 36.8%-36.8pp | 4.7%-4.7pp |
| Annual return | 6.00% | -3.22%+9.2pp | -2.99%+9.0pp | -0.69%+6.7pp |
| Employer contribution / active EE | $2,903 | $32,178-91.0% | $41,623-93.0% | $16,786-82.7% |
| Participant deferral / active EE | $0 | $442-100.0% | $35-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $124-100.0% | $38,841-100.0% | $124-100.0% |