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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.8 years Filed as: BENESYS Service code 14 · EIN 38-2383171 | Plan Administrator | $238,320 |
Filed as: PATRIOT FINANCIAL MANAGER, LP Service code 28 100 MATSONFORD ROAD, SUITE 210 · RADNOR, PA 19087 | Investment Management | $195,651 |
Filed as: CHARTWELL INVESTMENT PARTNERS Service code 28 1205 WESTLAKES DRIVE, 100 · BERWYN, PA 19312 | Investment Management | $145,961 |
HORIZON ACTUARIAL SERVICES, LLC10+ years Filed as: HORIZON ACTUARIAL SERVICES Service code 11 · EIN 26-1370698 | Actuarial | $107,413 |
PFM ADVISORS10+ years Filed as: PFM ASSET MANAGEMENT Service code 16 · EIN 23-3087064 | Consulting | $96,250 |
ATALANTA SOSNOFF2 years Service code 28 · EIN 20-0461050 | Investment Management | $80,062 |
PRISA9 years Service code 28 C/O PGIM, 7 GIRALDA FARMS · MADISON, NJ 07940 | Investment Management | $60,601 |
PNC BANK, N.A.10+ years Filed as: PNC INSTITUTIONAL INVESTMENTS Service code 19 · EIN 25-1211909 | Securities Custodian | $32,729 |
MSPC10+ years Service code 10 · EIN 22-2951202 | Accounting | $29,790 |
SUSANIN WIDMAN & BRENNAN PC10+ years Filed as: SUSANIN, WIDMAN & BRENNAN Service code 29 · EIN 23-2265950 | Legal | $28,257 |
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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 | $0 | $325,553-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 9.74% | 8.04%+1.7pp | 9.17%+0.6pp | 8.76%+1.0pp |
| Employer contribution / active EE | $17,444 | $10,583+64.8% | $40,523-57.0% | $16,664+4.7% |
| Participant deferral / active EE | $0 | $225-100.0% | $42-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $17,411-100.0% | - |