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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS1+ years Service code 28 · EIN 23-1707341 | Investment Management | $406,558 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS REALTY INVESTORS LLC Service code 28 · EIN 06-1452020 | Investment Management | $208,105 |
Filed as: VALLEY FORGE BENEFIT ADMINISTRATORS Service code 13 · EIN 20-0901017 | Contract Administrator | $130,735 |
WILLIG, WILLIAMS & DAVIDSON1+ years Filed as: WILLIG WILLIAMS & DAVIDSON Service code 29 · EIN 23-2416488 | Legal | $103,009 |
STEVENS & LEE1+ years Filed as: STEVENS & LEE P.C. Service code 29 · EIN 23-1886296 | Legal | $76,460 |
HARBRIDGE CONSULTING GROUP, LLC1+ years Filed as: HARBRIDGE CONSULTING GROUP Service code 11 · EIN 30-0192194 | Actuarial | $46,500 |
NOVAK FRANCELLA LLC1+ years Service code 10 · EIN 61-1436956 | Accounting | $29,484 |
SEI INVESTMENTS1+ years Filed as: SEI TRUST COMPANY Service code 19 · EIN 23-3060382 | Securities Custodian | $9,248 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO Service code 18 · EIN 41-0449260 | Custodial (other than securities); Di... | $6,045 |
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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% | $253,870-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.5%-10.5pp | 0.8%-0.8pp |
| Annual return | -1.05% | -1.11%+0.1pp | -1.10%0pp | -0.60%-0.5pp |
| Employer contribution / active EE | $6,836 | $11,820-42.2% | $27,248-74.9% | $12,272-44.3% |
| Participant deferral / active EE | $0 | $1,534-100.0% | $105-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $702,575-100.0% | $717-100.0% |