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| Provider | Service type | Compensation |
|---|---|---|
HEALTHCARE STRATEGIES, INC10+ years Filed as: HEALTHCARE STRATEGIES, INC. Service code 14 · EIN 23-2848954 3031 B WALTON ROAD · PLYMOUTH MEETING, PA 19462 | Plan Administrator | $846,893 |
ASB CAPITAL MANAGEMENT10+ years Service code 28 · EIN 80-0618452 7501 WISCONSIN AVENUE, 14TH FLOOR · BETHESDA, MD 20814 | Investment Management | $236,123 |
SAGE ADVISORY SERVICES1 year Filed as: SAGE ADVISORY SERVICES LTD CO Service code 28 5900 SOUTHWEST PARKWAY · AUSTIN, TX 78735 | Investment Management | $182,414 |
WESTFIELD CAPITAL MANAGEMENT10+ years Service code 28 · EIN 80-0175963 ONE FINANCIAL CENTER, 24TH FLOOR · BOSTON, MA 02111 | Investment Management | $175,749 |
Filed as: CBIZ Service code 11 1845 WALNUT STREET SUITE 1400 · PHILADELPHIA, PA 19103 | Actuarial | $163,464 |
LOOMIS SAYLES10+ years Filed as: LOOMIS-SAYLES & COMPANY, LP Service code 28 · EIN 04-3200030 PO BOX 7247-6804 · PHILADELPHIA, PA 191706804 | Investment Management | $162,770 |
SCHULTE ROTH & ZABEL LLP6 years Service code 29 · EIN 13-2633996 919 THIRD AVENUE · NEW YORK, NY 10022 | Legal | $121,682 |
NORTHERN TRUST COMPANY10+ years Service code 33 · EIN 36-1561860 50 S. LASALLE STREET · CHICAGO, IL 60603 | Securities brokerage; Investment mana... | $107,862 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: GRAYSTONE CONSULTING Service code 27 · EIN 13-2919773 1350 BROADCASTING ROAD SUITE 100 · WYOMISSING, PA 19610 | Advisory (Plan) | $95,000 |
MFS INVESTMENT MANAGEMENT10+ years Filed as: MFS INSTITUTIONAL ADVISORS,INC. Service code 28 · EIN 04-3247425 111 HUNTING AVENUE · BOSTON, MA 02199 | Investment Management | $80,028 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $0 | $179,823-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 42.1%-42.1pp | 0.0%0pp |
| Annual return | 292.23% | 8.48%+283.7pp | 148.78%+143.5pp | 8.48%+283.7pp |
| Employer contribution / active EE | $1,686 | $9,949-83.0% | $26,858-93.7% | $9,949-83.0% |
| Participant deferral / active EE | $0 | $734-100.0% | $63-100.0% | $734-100.0% |
| Admin fee / account holder | $0 | $0 | $1,660-100.0% | - |