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| Provider | Service type | Compensation |
|---|---|---|
HEALTHCARE STRATEGIES, INC7+ 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 MANAGEMENT7+ years Service code 28 · EIN 80-0618452 7501 WISCONSIN AVENUE, 14TH FLOOR · BETHESDA, MD 20814 | Investment Management | $333,220 |
WESTFIELD CAPITAL MANAGEMENT7+ years Service code 28 · EIN 80-0175963 ONE FINANCIAL CENTER, 24TH FLOOR · BOSTON, MA 02111 | Investment Management | $223,996 |
LOOMIS SAYLES7+ years Filed as: LOOMIS-SAYLES & COMPANY, LP Service code 28 · EIN 04-3200030 PO BOX 7247-6804 · PHILADELPHIA, PA 191706804 | Investment Management | $186,247 |
VICTORY7+ years Filed as: VICTORY CAPITAL MANAGEMENT Service code 28 · EIN 13-2700161 4900 TIEDEMAN ROAD · BROOKLYN, OH 44144 | Investment Management | $128,643 |
JOHNSTON ASSET MANAGEMENT7+ years Service code 28 · EIN 13-3257590 300 ATLANTIC STREET SUITE 1102 · STAMFORD, CT 06901 | Investment Management | $126,212 |
EMERALD FUNDS7+ years Filed as: EMERALD ADVISORS Service code 51 · EIN 23-2664857 1703 OREGON PIKE, SUITE 101 · LANCASTER, PA 17601 | Investment Mgmt Fees | $113,717 |
SEI INVESTMENTS7+ years Filed as: COOKE & BEILER Service code 28 · EIN 23-3082822 1700 MARKET STREET SUITE 3222 · PHILADELPHIA, PA 19103 | Investment Management | $110,579 |
MORGAN STANLEY SMITH BARNEY7+ years Filed as: MORGANSTANLEY Service code 27 · EIN 13-2919773 1350 BROADCASTING ROAD SUITE 100 · WYOMISSING, PA 19610 | Advisory (Plan) | $95,000 |
Filed as: CBIZ Service code 50 1845 WALNUT STREET SUITE 1400 · PHILADELPHIA, PA 19103 | Direct Payment | $93,959 |
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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 | $161,924-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 34.6%-34.6pp | 0.0%0pp |
| Annual return | 13.26% | 19.39%-6.1pp | 10.41%+2.8pp | 19.39%-6.1pp |
| Employer contribution / active EE | $2,307 | $8,446-72.7% | $31,248-92.6% | $8,446-72.7% |
| Participant deferral / active EE | $0 | $353-100.0% | $4-100.0% | $353-100.0% |
| Admin fee / account holder | $0 | $0 | $1,130-100.0% | - |