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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS1+ years Service code 27 · EIN 23-1707341 100 CIDER MILL ROAD · OAKS, PA 19456 | Advisory (Plan) | $191,391 |
THE SAVITZ ORGANIZATION1+ years Service code 10 · EIN 23-1700844 1845 WALNUT STREET, 14TH FLOOR · PHILADELPHIA, PA 19103 | Accounting | $136,160 |
PNC BANK, N.A.1+ years Service code 19 · EIN 25-1197336 FIFTH AVENUE WOOD STREET · PITTSBURGH, PA 15265 | Securities Custodian | $22,994 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $28,491-100.0% | $219,466-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 13.4%-13.4pp | 44.6%-44.6pp | 3.6%-3.6pp |
| Annual return | 0.58% | 45.66%-45.1pp | 5.00%-4.4pp | 11.88%-11.3pp |
| Employer contribution / active EE | $8,889 | $9,637-7.8% | $35,918-75.3% | $14,612-39.2% |
| Participant deferral / active EE | $0 | $235-100.0% | $75-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $118-100.0% | $13,204-100.0% | $637-100.0% |