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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.3 years Filed as: BENESYS Service code 14 · EIN 38-2383171 | Plan Administrator | $223,172 |
Filed as: CHARTWELL INVESTMENT PARTNERS Service code 28 1205 WESTLAKES DRIVE, 100 · BERWYN, PA 19312 | Investment Management | $116,720 |
HORIZON ACTUARIAL SERVICES, LLC5+ years Filed as: HORIZON ACTUARIAL SERVICES Service code 11 · EIN 26-1370698 | Actuarial | $91,153 |
PFM ADVISORS5+ years Filed as: PFM ASSET MANAGEMENT Service code 16 · EIN 23-3087064 | Consulting | $68,750 |
JENNINGS SIGMOND P.C.5+ years Filed as: JENNINGS & SIGMOND Service code 29 · EIN 23-2025670 | Legal | $65,112 |
PRISA4 years Service code 28 C/O PGIM, 7 GIRALDA FARMS · MADISON, NJ 07940 | Investment Management | $56,158 |
MSPC5+ years Service code 10 · EIN 22-2951202 | Accounting | $43,031 |
SUSANIN WIDMAN & BRENNAN PC5+ years Filed as: SUSANIN, WIDMAN & BRENNAN Service code 29 · EIN 23-2265950 | Legal | $39,067 |
PNC BANK, N.A.5+ years Filed as: PNC INSTITUTIONAL INVESTMENTS Service code 18 · EIN 25-1211909 | Custodial (other than securities); In... | $31,617 |
THE MCKEOGH COMPANY1 year Service code 11 200 BARR HARBOR DR, 225 · CONSHOHOCKEN, PA 19428 | Actuarial | $10,645 |
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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 | $142,732-100.0% | $568,132-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 21.0%-21.0pp | 1.2%-1.2pp |
| Annual return | 17.34% | 33.70%-16.4pp | 14.64%+2.7pp | 53.27%-35.9pp |
| Employer contribution / active EE | $16,154 | $14,473+11.6% | $41,831-61.4% | $14,774+9.3% |
| Participant deferral / active EE | $0 | $145-100.0% | $200-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $0 | $36,942-100.0% | $13,289-100.0% |