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| Provider | Service type | Compensation |
|---|---|---|
HEALTHCARE STRATEGIES, INC3+ 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 MANAGEMENT3+ years Service code 28 · EIN 80-0618452 7501 WISCONSIN AVENUE, 14TH FLOOR · BETHESDA, MD 20814 | Investment Management | $330,602 |
LOOMIS SAYLES3+ years Filed as: LOOMIS-SAYLES & COMPANY, LP Service code 28 · EIN 04-3200030 PO BOX 7247-6804 · PHILADELPHIA, PA 191706804 | Investment Management | $273,061 |
JOHNSTON ASSET MANAGEMENT3+ years Service code 28 · EIN 13-3257590 300 ATLANTIC STREET SUITE 1102 · STAMFORD, CT 06901 | Investment Management | $194,735 |
VICTORY3+ years Filed as: VICTORY CAPITAL MANAGEMENT Service code 28 · EIN 13-2700161 4900 TIEDEMAN ROAD · BROOKLYN, OH 44144 | Investment Management | $193,779 |
Filed as: CBIZ SAVITZ Service code 11 1845 WALNUT STREET SUITE 1400 · PHILADELPHIA, PA 19103 | Actuarial | $191,256 |
WESTFIELD CAPITAL MANAGEMENT3+ years Service code 28 · EIN 80-0175963 ONE FINANCIAL CENTER, 24TH FLOOR · BOSTON, MA 02111 | Investment Management | $190,587 |
BATTERYMARCH FINANCIAL3+ years Service code 28 · EIN 52-1893111 13985 COLLECTIONS CETER DRIVE · CHICAGO, IL 60693 | Investment Management | $159,253 |
WILLIG, WILLIAMS & DAVIDSON3+ years Service code 29 · EIN 23-2416488 1845 WALNUT STREET 24TH FLOOR · PHILADELPHIA, PA 19103 | Legal | $148,560 |
NORTHERN TRUST COMPANY3+ years Service code 33 · EIN 36-1561860 50 S. LASALLE STREET · CHICAGO, IL 60603 | Securities brokerage; Investment mana... | $130,418 |
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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 | $158,640-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.2%-22.2pp | 0.0%0pp |
| Annual return | 13.96% | 16.32%-2.4pp | 10.66%+3.3pp | 16.32%-2.4pp |
| Employer contribution / active EE | $1,659 | $12,766-87.0% | $30,880-94.6% | $12,766-87.0% |
| Participant deferral / active EE | $0 | $800-100.0% | $65-100.0% | $800-100.0% |
| Admin fee / account holder | $0 | $0 | $1,478-100.0% | - |