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| Provider | Service type | Compensation |
|---|---|---|
THE SAVITZ ORGANIZATION1+ years Filed as: THE SAVITZ ORGANIZATION, INC. Service code 11 · EIN 23-1700844 1845 WALNUT ST., SUITE 1400 · PHILADELPHIA, PA 19103 | Actuarial | $114,975 |
THE VANGUARD GROUP, INC.1+ years Service code 21 · EIN 23-1945930 P.O. BOX 2600 · VALLEY FORGE, PA 19482 | Bank Trustee | $43,696 |
GRANT THORNTON LLP1+ years Service code 10 · EIN 36-6055558 2001 MARKET STREET · PHILADELPHIA, PA 19103 | Accounting | $20,690 |
CBIZ RETIREMENT PLAN SERVICES1+ years Filed as: CBIZ SAVITZ Service code 11 1845 WALNUT ST., SUITE 1400 · PHILADELPHIA, PA 19103 | Actuarial | $9,225 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $81,476-100.0% | $110,523-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 33.3%-33.3pp | 47.6%-47.6pp | 3.6%-3.6pp |
| Annual return | 11.11% | 3.06%+8.0pp | 1.69%+9.4pp | 11.88%-0.8pp |
| Employer contribution / active EE | $8,616 | $10,157-15.2% | $24,295-64.5% | $14,612-41.0% |
| Participant deferral / active EE | $0 | $1,282-100.0% | $1,031-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $4,059-100.0% | $1,392-100.0% | $637-100.0% |