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| Provider | Service type | Compensation |
|---|---|---|
HEALTHCARE STRATEGIES, INC1+ years Filed as: HEALTHCARE STRATEGIES, INC. Service code 14 · EIN 23-2848954 3031 B WALTON ROAD · PLYMOUTH MEETING, PA 19462 | Plan Administrator | $846,893 |
LOOMIS SAYLES1+ years Filed as: LOOMIS-SAYLES & COMPANY, LP Service code 28 · EIN 04-3200030 PO BOX 7247-6804 · PHILADELPHIA, PA 191706804 | Investment Management | $296,627 |
ASB CAPITAL MANAGEMENT1+ years Service code 28 · EIN 80-0618452 7501 WISCONSIN AVENUE, 14TH FLOOR · BETHESDA, MD 20814 | Investment Management | $291,918 |
MORGAN LEWIS1+ years Service code 29 · EIN 23-0891050 PO BOX 8500 S-6050 · PHILADELPHIA, PA 19178 | Legal | $270,356 |
WILLIG, WILLIAMS & DAVIDSON1+ years Service code 29 · EIN 23-2416488 1845 WALNUT STREET 24TH FLOOR · PHILADELPHIA, PA 19103 | Legal | $212,468 |
WESTFIELD CAPITAL MANAGEMENT1+ years Service code 28 · EIN 80-0175963 ONE FINANCIAL CENTER, 24TH FLOOR · BOSTON, MA 02111 | Investment Management | $195,721 |
THE SAVITZ ORGANIZATION1+ years Filed as: THE SAVITZ ORGANIZATION, INC. Service code 11 · EIN 23-1700844 1845 WALNUT STREET SUITE 1400 · PHILADELPHIA, PA 19103 | Actuarial | $187,463 |
JOHNSTON ASSET MANAGEMENT1+ years Service code 28 · EIN 13-3257590 300 ATLANTIC STREET SUITE 1102 · STAMFORD, CT 06901 | Investment Management | $179,686 |
BATTERYMARCH FINANCIAL1+ years Service code 28 · EIN 52-1893111 13985 COLLECTIONS CETER DRIVE · CHICAGO, IL 60693 | Investment Management | $159,375 |
NORTHERN TRUST COMPANY1+ years Service code 33 · EIN 36-1561860 50 S. LASALLE STREET · CHICAGO, IL 60603 | Investment management fees paid indir... | $138,260 |
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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 | $47,522-100.0% | $192,069-100.0% | $47,522-100.0% |
| Participation rate | 0.0% | 9.2%-9.2pp | 13.2%-13.2pp | 9.2%-9.2pp |
| Annual return | 1.35% | -0.08%+1.4pp | -0.79%+2.1pp | -0.08%+1.4pp |
| Employer contribution / active EE | $1,886 | $7,991-76.4% | $28,419-93.4% | $7,991-76.4% |
| Participant deferral / active EE | $0 | $325-100.0% | $37-100.0% | $325-100.0% |
| Admin fee / account holder | $0 | $275-100.0% | $6,324-100.0% | $275-100.0% |