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| Provider | Service type | Compensation |
|---|---|---|
HEALTHCARE STRATEGIES, INC6+ 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 MANAGEMENT6+ years Service code 28 · EIN 80-0618452 7501 WISCONSIN AVENUE, 14TH FLOOR · BETHESDA, MD 20814 | Investment Management | $319,727 |
LOOMIS SAYLES6+ years Filed as: LOOMIS-SAYLES & COMPANY, LP Service code 28 · EIN 04-3200030 PO BOX 7247-6804 · PHILADELPHIA, PA 191706804 | Investment Management | $252,062 |
WESTFIELD CAPITAL MANAGEMENT6+ years Service code 28 · EIN 80-0175963 ONE FINANCIAL CENTER, 24TH FLOOR · BOSTON, MA 02111 | Investment Management | $197,549 |
Filed as: CBIZ Service code 50 1845 WALNUT STREET SUITE 1400 · PHILADELPHIA, PA 19103 | Direct Payment | $144,910 |
JOHNSTON ASSET MANAGEMENT6+ years Service code 28 · EIN 13-3257590 300 ATLANTIC STREET SUITE 1102 · STAMFORD, CT 06901 | Investment Management | $134,758 |
NORTHERN TRUST COMPANY6+ years Service code 33 · EIN 36-1561860 50 S. LASALLE STREET · CHICAGO, IL 60603 | Investment management fees paid indir... | $109,402 |
VICTORY6+ years Filed as: VICTORY CAPITAL MANAGEMENT Service code 28 · EIN 13-2700161 4900 TIEDEMAN ROAD · BROOKLYN, OH 44144 | Investment Management | $107,016 |
EMERALD FUNDS6+ years Filed as: EMERALD ADVISORS Service code 51 · EIN 23-2664857 1703 OREGON PIKE, SUITE 101 · LANCASTER, PA 17601 | Investment Mgmt Fees | $98,472 |
MORGAN STANLEY SMITH BARNEY6+ years Filed as: MORGANSTANLEY Service code 27 · EIN 13-2919773 1350 BROADCASTING ROAD SUITE 100 · WYOMISSING, PA 19610 | Advisory (Plan) | $95,000 |
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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 | $161,673-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 41.7%-41.7pp | 0.0%0pp |
| Annual return | 10.82% | 5230.06%-5219.2pp | 9.65%+1.2pp | 5230.06%-5219.2pp |
| Employer contribution / active EE | $1,521 | $10,491-85.5% | $27,458-94.5% | $10,491-85.5% |
| Participant deferral / active EE | $0 | $460-100.0% | $33-100.0% | $460-100.0% |
| Admin fee / account holder | $0 | $0 | $23,561-100.0% | - |