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| Provider | Service type | Compensation |
|---|---|---|
FRINGE BENEFIT SERVICES1+ years Service code 14 · EIN 84-0620086 | Plan Administrator | $216,000 |
HORIZON ACTUARIAL SERVICES, LLC1+ years Filed as: HORIZON ACTUARIAL SERVICES Service code 11 · EIN 26-1370698 | Actuarial | $95,615 |
PFM ADVISORS1+ years Filed as: PFM ASSET MANAGEMENT Service code 16 · EIN 23-3087064 | Consulting | $66,667 |
C.S. MCKEE, L.P.1+ years Filed as: C.S. MCKEE, LP Service code 28 · EIN 25-1900687 | Investment Management | $51,929 |
FOUNDRY PARTNERS1+ years Service code 51 · EIN 46-1184506 | Investment Mgmt Fees | $48,218 |
Service code 28 · EIN 51-0294065 | Investment Management | $47,557 |
DELAWARE INVESTMENTS1+ years Filed as: DELAWARE MANAGEMENT COMPANY Service code 28 2005 MARKET STREET, ONE COMMERCE SQ · PHILADELPHIA, PA 191037094 | Investment Management | $34,720 |
PNC BANK, N.A.1+ years Filed as: PNC INSTITUTIONAL INVESTMENTS Service code 18 · EIN 25-1211909 | Custodial (other than securities) | $32,707 |
Filed as: PRUDENTIAL FINANCIAL Service code 28 · EIN 22-1211670 | Investment Management | $32,605 |
ARK ASSET MANAGEMENT CO., INC.1+ years Service code 28 · EIN 13-2265950 | Investment Management | $32,418 |
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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% | $846,462-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 0.8%-0.8pp |
| Annual return | -1.37% | 0.06%-1.4pp | -0.81%-0.6pp | -0.60%-0.8pp |
| Employer contribution / active EE | $18,582 | $14,206+30.8% | $38,425-51.6% | $12,272+51.4% |
| Participant deferral / active EE | $0 | $1-100.0% | $315-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $15,697-100.0% | $717-100.0% |