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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.7 years Filed as: BENESYS Service code 14 · EIN 38-2383171 | Plan Administrator | $238,320 |
Filed as: CHARTWELL INVESTMENT PARTNERS Service code 28 1205 WESTLAKES DRIVE, 100 · BERWYN, PA 19312 | Investment Management | $124,270 |
HORIZON ACTUARIAL SERVICES, LLC9+ years Filed as: HORIZON ACTUARIAL SERVICES Service code 11 · EIN 26-1370698 | Actuarial | $106,000 |
PFM ADVISORS9+ years Filed as: PFM ASSET MANAGEMENT Service code 16 · EIN 23-3087064 | Consulting | $90,750 |
PRISA8 years Service code 28 C/O PGIM, 7 GIRALDA FARMS · MADISON, NJ 07940 | Investment Management | $72,190 |
Filed as: PATRIOT FINANCIAL MANAGER, LP Service code 28 100 MATSONFORD ROAD, SUITE 210 · RADNOR, PA 19087 | Investment Management | $48,650 |
ATALANTA SOSNOFF1 year Service code 28 · EIN 20-0461050 | Investment Management | $47,406 |
PNC BANK, N.A.9+ years Filed as: PNC INSTITUTIONAL INVESTMENTS Service code 19 · EIN 25-1211909 | Securities Custodian | $32,385 |
MSPC9+ years Service code 10 · EIN 22-2951202 | Accounting | $22,366 |
SUSANIN WIDMAN & BRENNAN PC9+ years Filed as: SUSANIN, WIDMAN & BRENNAN Service code 29 · EIN 23-2265950 | Legal | $20,421 |
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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 | $3,299,877-100.0% | $422,209-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.3%-23.3pp | 2.3%-2.3pp |
| Annual return | 11.13% | 11.26%-0.1pp | 12.68%-1.5pp | 37.74%-26.6pp |
| Employer contribution / active EE | $17,595 | $10,658+65.1% | $41,609-57.7% | $15,788+11.4% |
| Participant deferral / active EE | $0 | $604-100.0% | $96-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $10,609-100.0% | $9,287-100.0% |