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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.4 years Filed as: BENESYS Service code 14 · EIN 38-2383171 | Plan Administrator | $229,152 |
HORIZON ACTUARIAL SERVICES, LLC6+ years Filed as: HORIZON ACTUARIAL SERVICES Service code 11 · EIN 26-1370698 | Actuarial | $112,727 |
JENNINGS SIGMOND P.C.6+ years Filed as: JENNINGS & SIGMOND Service code 29 · EIN 23-2025670 | Legal | $94,873 |
Filed as: CHARTWELL INVESTMENT PARTNERS Service code 28 1205 WESTLAKES DRIVE, 100 · BERWYN, PA 19312 | Investment Management | $82,261 |
PFM ADVISORS6+ years Filed as: PFM ASSET MANAGEMENT Service code 16 · EIN 23-3087064 | Consulting | $74,250 |
SUSANIN WIDMAN & BRENNAN PC6+ years Filed as: SUSANIN, WIDMAN & BRENNAN Service code 29 · EIN 23-2265950 | Legal | $64,900 |
PRISA5 years Service code 28 C/O PGIM, 7 GIRALDA FARMS · MADISON, NJ 07940 | Investment Management | $57,592 |
PNC BANK, N.A.6+ years Filed as: PNC INSTITUTIONAL INVESTMENTS Service code 18 · EIN 25-1211909 | Investment management fees paid direc... | $34,446 |
MSPC6+ years Service code 10 · EIN 22-2951202 | Accounting | $30,447 |
THE MCKEOGH COMPANY2 years Service code 11 200 BARR HARBOR DR, 225 · CONSHOHOCKEN, PA 19428 | Actuarial | $21,615 |
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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 | $1,863,299-100.0% | $373,805-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 5.0%-5.0pp | 18.9%-18.9pp | 0.6%-0.6pp |
| Annual return | 10.44% | 9.58%+0.9pp | 9.52%+0.9pp | 11.45%-1.0pp |
| Employer contribution / active EE | $15,242 | $21,155-27.9% | $41,951-63.7% | $17,219-11.5% |
| Participant deferral / active EE | $0 | $125-100.0% | $18-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $4,319-100.0% | $1,512-100.0% | $15,480-100.0% |