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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 2929 ARCH ST · PHILADELPHIA, PA 19104 | Investment Management | $623,489 |
JOHNSTON ASSET MANAGEMENT5 years Filed as: HARDMAN JOHNSTON Service code 28 | Investment Management | $536,157 |
INDEPENDENT FINANCIAL PARTNERS7+ years Filed as: SIERRA INVESTMENT PARTNERS Service code 28 101 YGNACIO VALLEY ROAD · WALNUT CREEK, CA 94596 | Investment Management | $475,157 |
ALGER7+ years Filed as: FRED ALGER MANAGEMENT INC Service code 28 360 PARK AVENUE SOUTH · NEW YORK, NY 10010 | Investment Management | $474,242 |
GREAT LAKE ADVISORS2 years Filed as: GREAT LAKE ADVISORS LLC Service code 28 2315 LASALLE ST 13TH FLOOR · CHICAGO, IL 60604 | Investment Management | $405,415 |
Service code 28 1270 SOLDIERS FIELD RD · BRIGHTON, MA 02135 | Investment Management | $384,781 |
PERRY N. BLACKMAN, CPA7+ years Service code 10 · EIN 23-2244789 | Accounting | $339,120 |
Service code 28 · EIN 52-6218800 | Investment Management | $327,758 |
PORTFOLIO ADVISORS2 years Filed as: PORTFOLIO ADVISORS, LLC Service code 28 9 OLD KINGS HWY S · DARIEN, CT 06820 | Investment Management | $297,682 |
WEDGE CAPITAL MANAGEMENT7+ years Service code 28 · EIN 23-2981986 | Investment Management | $266,850 |
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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 | $171,256-100.0% | $788,447-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 14.3%-14.3pp | 21.4%-21.4pp | 1.5%-1.5pp |
| Annual return | -0.55% | -6.02%+5.5pp | -3.21%+2.7pp | 23.41%-24.0pp |
| Employer contribution / active EE | $18,533 | $11,241+64.9% | $46,051-59.8% | $12,650+46.5% |
| Participant deferral / active EE | $0 | $120-100.0% | $31-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $625-100.0% | $46,258-100.0% | $14,884-100.0% |