Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.6 years Filed as: BENESYS Service code 14 · EIN 38-2383171 | Plan Administrator | $240,833 |
Filed as: CHARTWELL INVESTMENT PARTNERS Service code 28 1205 WESTLAKES DRIVE, 100 · BERWYN, PA 19312 | Investment Management | $121,744 |
HORIZON ACTUARIAL SERVICES, LLC8+ years Filed as: HORIZON ACTUARIAL SERVICES Service code 11 · EIN 26-1370698 | Actuarial | $102,272 |
PFM ADVISORS8+ years Filed as: PFM ASSET MANAGEMENT Service code 16 · EIN 23-3087064 | Consulting | $85,250 |
PRISA7 years Service code 28 C/O PGIM, 7 GIRALDA FARMS · MADISON, NJ 07940 | Investment Management | $76,184 |
Filed as: PATRIOT FINANCIAL MANAGER, LP Service code 28 100 MATSONFORD ROAD, SUITE 210 · RADNOR, PA 19087 | Investment Management | $38,402 |
SUSANIN WIDMAN & BRENNAN PC8+ years Filed as: SUSANIN, WIDMAN & BRENNAN Service code 29 · EIN 23-2265950 | Legal | $38,219 |
PNC BANK, N.A.8+ years Filed as: PNC INSTITUTIONAL INVESTMENTS Service code 18 · EIN 25-1211909 | Custodial (other than securities); In... | $31,763 |
MSPC8+ years Service code 10 · EIN 22-2951202 | Accounting | $29,199 |
JENNINGS SIGMOND P.C.8+ years Filed as: JENNINGS & SIGMOND Service code 29 · EIN 23-2025670 | Legal | $16,408 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $164,233-100.0% | $788,447-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.4%-21.4pp | 0.0%0pp |
| Annual return | -14.12% | 38.53%-52.6pp | -3.21%-10.9pp | 2.77%-16.9pp |
| Employer contribution / active EE | $16,103 | $14,659+9.9% | $46,051-65.0% | $15,262+5.5% |
| Participant deferral / active EE | $0 | $326-100.0% | $31-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $46,258-100.0% | $1,015-100.0% |