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| Provider | Service type | Compensation |
|---|---|---|
FRINGE BENEFIT SERVICES2+ years Service code 14 · EIN 84-0620086 | Plan Administrator | $163,000 |
HORIZON ACTUARIAL SERVICES, LLC2+ years Filed as: HORIZON ACTUARIAL SERVICES Service code 11 · EIN 26-1370698 | Actuarial | $94,643 |
Filed as: CHARTWELL INVESTMENT PARTNERS Service code 28 1205 WESTLAKES DRIVE, 100 · BERWYN, PA 19312 | Investment Management | $67,903 |
PFM ADVISORS2+ years Filed as: PFM ASSET MANAGEMENT Service code 16 · EIN 23-3087064 | Consulting | $58,979 |
FOUNDRY PARTNERS2+ years Service code 51 · EIN 46-1184506 | Investment Mgmt Fees | $46,872 |
ARK ASSET MANAGEMENT CO., INC.2+ years Service code 28 · EIN 13-2265950 | Investment Management | $41,693 |
I.E. SHAFFER & CO.1 year Filed as: IE SHAFFER Service code 14 830 BEAR TAVERN ROAD · WEST TRENTON, NJ 08628 | Plan Administrator | $38,544 |
SUSANIN WIDMAN & BRENNAN PC2+ years Filed as: SUSANIN, WIDMAN & BRENNAN Service code 29 · EIN 23-2265950 | Legal | $33,735 |
PNC BANK, N.A.2+ years Filed as: PNC INSTITUTIONAL INVESTMENTS Service code 18 · EIN 25-1211909 | Custodial (other than securities) | $33,168 |
MSPC2+ years Service code 10 · EIN 22-2951202 | Accounting | $31,231 |
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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 | $35,636-100.0% | $374,107-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 1.8%-1.8pp |
| Annual return | 5.35% | 5.13%+0.2pp | 4.74%+0.6pp | 7.18%-1.8pp |
| Employer contribution / active EE | $16,641 | $14,689+13.3% | $36,089-53.9% | $13,095+27.1% |
| Participant deferral / active EE | $0 | $59-100.0% | $59-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $10,677-100.0% | $362-100.0% |