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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.2 years Filed as: BENESYS Service code 14 · EIN 38-2383171 | Plan Administrator | $216,449 |
Filed as: CHARTWELL INVESTMENT PARTNERS Service code 28 1205 WESTLAKES DRIVE, 100 · BERWYN, PA 19312 | Investment Management | $107,967 |
HORIZON ACTUARIAL SERVICES, LLC4+ years Filed as: HORIZON ACTUARIAL SERVICES Service code 11 · EIN 26-1370698 | Actuarial | $104,584 |
PFM ADVISORS4+ years Filed as: PFM ASSET MANAGEMENT Service code 16 · EIN 23-3087064 | Consulting | $65,161 |
PRISA3 years Service code 28 C/O PGIM, 7 GIRALDA FARMS · MADISON, NJ 07940 | Investment Management | $52,585 |
SUSANIN WIDMAN & BRENNAN PC4+ years Filed as: SUSANIN, WIDMAN & BRENNAN Service code 29 · EIN 23-2265950 | Legal | $39,740 |
PNC BANK, N.A.4+ years Filed as: PNC INSTITUTIONAL INVESTMENTS Service code 18 · EIN 25-1211909 | Investment management fees paid direc... | $31,100 |
MSPC4+ years Service code 10 · EIN 22-2951202 | Accounting | $27,955 |
DELAWARE INVESTMENTS4+ years Filed as: DELAWARE MANAGEMENT COMPANY Service code 28 2005 MARKET STREET, ONE COMMERCE SQ · PHILADELPHIA, PA 191037094 | Investment Management | $16,373 |
JENNINGS SIGMOND P.C.4+ years Filed as: JENNINGS & SIGMOND Service code 29 · EIN 23-2025670 | Legal | $12,455 |
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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 | $125,296-100.0% | $379,314-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 4.5%-4.5pp | 17.4%-17.4pp | 1.8%-1.8pp |
| Annual return | -5.64% | -1.12%-4.5pp | -2.18%-3.5pp | 0.19%-5.8pp |
| Employer contribution / active EE | $15,934 | $12,052+32.2% | $38,751-58.9% | $13,763+15.8% |
| Participant deferral / active EE | $0 | $86-100.0% | $151-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $0 | $4,180-100.0% | $426-100.0% |