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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VALLEY FORGE BENEFIT ADMINISTRATORS Service code 13 · EIN 20-0901017 400 FRANKLIN AVENUE · PHOENIXVILLE, PA 19460 | Contract Administrator | $372,013 |
WILLIAM BLAIR1+ years Filed as: WILLIAM BLAIR & COMPANY Service code 28 · EIN 36-2214610 222 W ADAMS STREET · CHICAGO, IL 60606 | Investment Management | $108,251 |
COOK STREET CONSULTING1+ years Filed as: COOK AND BIELER LP Service code 28 · EIN 23-3082822 1700 MARKET STREET · PHILADELPHIA, PA 19103 | Investment Management | $96,886 |
THE MCKEOGH COMPANY1+ years Service code 11 · EIN 23-3003375 200 BARR HARBOR DRIVE · WEST CONSHOHOCKEN, PA 19428 | Actuarial | $88,000 |
STUYVESANT CAPITAL MANAGEMENT1+ years Service code 28 · EIN 13-2953844 200 BUSINESS PARK DRIVE · ARMONK, NY 10504 | Investment Management | $66,889 |
Filed as: PRUDENTIAL REAL ESTATE INVESTORS Service code 28 · EIN 22-1211670 7 GIRALDA FARMS · MADISON, NJ 07940 | Investment Management | $58,199 |
AMALGAMATED BANK1+ years Service code 19 · EIN 13-4920330 275 7TH AVENUE · NEW YORK, NY 10001 | Securities Custodian | $31,404 |
RBC GLOBAL ASSET MANAGEMENT1+ years Filed as: RBC DAIN RAUCHER Service code 17 · EIN 41-1416330 60 S 6TH STREET · MINNEAPOLIS, MN 55402 | Pension Consulting | $30,000 |
MERANZE KATZ AND GAUDIOSO PC1+ years Filed as: MERANZE, KATZ, GAUDIOSO & NEWLIN PC Service code 29 · EIN 23-2331604 121 S BROAD STREET · PHILADELPHIA, PA 19107 | Legal | $26,085 |
KLEINBARD LLC1+ years Filed as: KLEINBARD, BELL & BRECKER Service code 29 · EIN 23-1308492 1650 MARKET STREET · PHILADELPHIA, PA 19103 | Legal | $26,000 |
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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 | $82,591-100.0% | - | $82,591-100.0% |
| Participation rate | 0.0% | 0.8%-0.8pp | 0.0%0pp | 0.8%-0.8pp |
| Annual return | -1.12% | -0.60%-0.5pp | -1.50%+0.4pp | -0.60%-0.5pp |
| Employer contribution / active EE | $9,354 | $12,272-23.8% | $18,142-48.4% | $12,272-23.8% |
| Participant deferral / active EE | $0 | $416-100.0% | $0 | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | - | $717-100.0% |