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| Provider | Service type | Compensation |
|---|---|---|
HEALTHCARE STRATEGIES, INC9+ years Filed as: HEALTHCARE STRATEGIES, INC. Service code 14 · EIN 23-2848954 3031 B WALTON ROAD · PLYMOUTH MEETING, PA 19462 | Plan Administrator | $887,367 |
Filed as: CBIZ Service code 11 1845 WALNUT STREET SUITE 1400 · PHILADELPHIA, PA 19103 | Actuarial | $296,059 |
ASB CAPITAL MANAGEMENT9+ years Service code 28 · EIN 80-0618452 7501 WISCONSIN AVENUE, 14TH FLOOR · BETHESDA, MD 20814 | Investment Management | $283,486 |
LOOMIS SAYLES9+ years Filed as: LOOMIS-SAYLES & COMPANY, LP Service code 28 · EIN 04-3200030 PO BOX 7247-6804 · PHILADELPHIA, PA 191706804 | Investment Management | $175,387 |
WESTFIELD CAPITAL MANAGEMENT9+ years Service code 28 · EIN 80-0175963 ONE FINANCIAL CENTER, 24TH FLOOR · BOSTON, MA 02111 | Investment Management | $159,426 |
WILLIG, WILLIAMS & DAVIDSON9+ years Service code 29 · EIN 23-2416488 1845 WALNUT STREET 24TH FLOOR · PHILADELPHIA, PA 19103 | Legal | $108,871 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: GRAYSTONE CONSULTING Service code 27 · EIN 13-2919773 1350 BROADCASTING ROAD SUITE 100 · WYOMISSING, PA 19610 | Advisory (Plan) | $95,000 |
VICTORY9+ years Filed as: VICTORY CAPITAL MANAGEMENT Service code 28 · EIN 13-2700161 4900 TIEDEMAN ROAD · BROOKLYN, OH 44144 | Investment Management | $85,753 |
EMERALD FUNDS9+ years Filed as: EMERALD ADVISORS Service code 27 · EIN 23-2664857 1703 OREGON PIKE, SUITE 101 · LANCASTER, PA 17601 | Advisory (Plan) | $78,709 |
SEI INVESTMENTS9+ years Filed as: COOKE & BEILER Service code 28 · EIN 23-3082822 2001 MARKET STREET SUITE 4000 · PHILADELPHIA, PA 19103 | Investment Management | $78,175 |
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Annual investment return 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 | $13,363-100.0% | $202,297-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 52.5%-52.5pp | 2.2%-2.2pp |
| Annual return | 5.70% | 8.44%-2.7pp | 14.20%-8.5pp | 9.11%-3.4pp |
| Employer contribution / active EE | $2,610 | $3,337-21.8% | $29,492-91.2% | $12,231-78.7% |
| Participant deferral / active EE | $0 | $0 | $125-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $7,524-100.0% | $125-100.0% |