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| Provider | Service type | Compensation |
|---|---|---|
HEALTHCARE STRATEGIES, INC2+ 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 MANAGEMENT2+ years Service code 28 · EIN 80-0618452 7501 WISCONSIN AVENUE, 14TH FLOOR · BETHESDA, MD 20814 | Investment Management | $317,955 |
LOOMIS SAYLES2+ years Filed as: LOOMIS-SAYLES & COMPANY, LP Service code 28 · EIN 04-3200030 PO BOX 7247-6804 · PHILADELPHIA, PA 191706804 | Investment Management | $282,980 |
MORGAN LEWIS2+ years Service code 29 · EIN 23-0891050 PO BOX 8500 S-6050 · PHILADELPHIA, PA 19178 | Legal | $211,690 |
WILLIG, WILLIAMS & DAVIDSON2+ years Service code 29 · EIN 23-2416488 1845 WALNUT STREET 24TH FLOOR · PHILADELPHIA, PA 19103 | Legal | $200,798 |
WESTFIELD CAPITAL MANAGEMENT2+ years Service code 28 · EIN 80-0175963 ONE FINANCIAL CENTER, 24TH FLOOR · BOSTON, MA 02111 | Investment Management | $175,483 |
JOHNSTON ASSET MANAGEMENT2+ years Service code 28 · EIN 13-3257590 300 ATLANTIC STREET SUITE 1102 · STAMFORD, CT 06901 | Investment Management | $174,183 |
Filed as: CBIZ SAVITZ Service code 11 1845 WALNUT STREET SUITE 1400 · PHILADELPHIA, PA 19103 | Actuarial | $170,153 |
BATTERYMARCH FINANCIAL2+ years Service code 28 · EIN 52-1893111 13985 COLLECTIONS CETER DRIVE · CHICAGO, IL 60693 | Investment Management | $148,253 |
SEI INVESTMENTS2+ years Filed as: COOKE & BEILER Service code 28 · EIN 23-3082822 1700 MARKET STREET SUITE 3222 · PHILADELPHIA, PA 19103 | Investment Management | $118,089 |
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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 | $57,821-100.0% | $139,743-100.0% | $57,821-100.0% |
| Participation rate | 0.0% | 5.5%-5.5pp | 22.6%-22.6pp | 5.5%-5.5pp |
| Annual return | 6.41% | 5.86%+0.6pp | 4.96%+1.5pp | 5.86%+0.6pp |
| Employer contribution / active EE | $1,742 | $10,137-82.8% | $29,749-94.1% | $10,137-82.8% |
| Participant deferral / active EE | $0 | $492-100.0% | $26-100.0% | $492-100.0% |
| Admin fee / account holder | $0 | $387-100.0% | $3,369-100.0% | $387-100.0% |