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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.5 years Filed as: BENESYS Service code 14 · EIN 38-2383171 | Plan Administrator | $230,680 |
Filed as: CHARTWELL INVESTMENT PARTNERS Service code 28 1205 WESTLAKES DRIVE, 100 · BERWYN, PA 19312 | Investment Management | $129,904 |
HORIZON ACTUARIAL SERVICES, LLC7+ years Filed as: HORIZON ACTUARIAL SERVICES Service code 11 · EIN 26-1370698 | Actuarial | $98,903 |
PFM ADVISORS7+ years Filed as: PFM ASSET MANAGEMENT Service code 16 · EIN 23-3087064 | Consulting | $79,750 |
PRISA6 years Service code 28 C/O PGIM, 7 GIRALDA FARMS · MADISON, NJ 07940 | Investment Management | $33,016 |
SUSANIN WIDMAN & BRENNAN PC7+ years Filed as: SUSANIN, WIDMAN & BRENNAN Service code 29 · EIN 23-2265950 | Legal | $31,592 |
JENNINGS SIGMOND P.C.7+ years Filed as: JENNINGS & SIGMOND Service code 29 · EIN 23-2025670 | Legal | $31,535 |
DOUBLELINE CAPITAL LP1 year Service code 28 · EIN 30-0596331 | Investment Management | $30,158 |
PNC BANK, N.A.7+ years Filed as: PNC INSTITUTIONAL INVESTMENTS Service code 18 · EIN 25-1211909 | Investment management fees paid direc... | $29,643 |
MSPC7+ years Service code 10 · EIN 22-2951202 | Accounting | $24,167 |
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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 | $2,098,847-100.0% | $454,052-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 4.8%-4.8pp | 18.4%-18.4pp | 0.7%-0.7pp |
| Annual return | 13.83% | 11.84%+2.0pp | 8.95%+4.9pp | 13.24%+0.6pp |
| Employer contribution / active EE | $15,978 | $12,426+28.6% | $46,559-65.7% | $14,616+9.3% |
| Participant deferral / active EE | $0 | $614-100.0% | $131-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $3,320-100.0% | $19,831-100.0% | $4,137-100.0% |