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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.10+ years Filed as: WELLS FARGO ADVISORS Service code 19 · EIN 23-2384840 165 TOWNSHIP LINE ROAD · JENKINTOWN, PA 19046 | Securities Custodian | $144,562 |
HEALTHCARE STRATEGIES, INC10+ years Filed as: HEALTHCARE STRATEGIES Service code 14 · EIN 23-2848954 3031B WALTON ROAD · PLYMOUTH MEETING, PA 19462 | Plan Administrator | $110,002 |
US BANK4 years Service code 28 · EIN 31-0841368 50 SOUTH 16TH STREET, SUITE 2000 · PHILADELPHIA, PA 19102 | Investment Management | $53,419 |
RBC WEALTH MANAGEMENT3 years Service code 27 181 WASHINGTON ST, STE 500 · CONSOHOCKEN, PA 19428 | Advisory (Plan) | $40,094 |
Filed as: CBIZ Service code 11 · EIN 23-1700844 PO BOX 826435 · PHILADELPHIA, PA 18182 | Actuarial | $37,889 |
WILLIG, WILLIAMS & DAVIDSON3 years Filed as: WILLIG WILLIAMS & DAVIDSON Service code 29 1845 WALNUT STREET, 24TH FLO · PHILADELPHIA, PA 19103 | Legal | $33,835 |
ALAN ROSS & COMPANY, PC10+ years Filed as: ALAN ROSS & COMPANY Service code 10 · EIN 20-5367494 10 HEARTHSTONE COURT, SUITE 100 · READING, PA 19606 | Accounting | $32,450 |
INDEPENDENT FINANCIAL PARTNERS10+ years Filed as: CHARTWELL INVESTMENT PARTNERS Service code 19 · EIN 23-2891243 1235 WESTLAKES DRIVE · BERWYN, PA 19312 | Securities Custodian | $31,258 |
PRUDENTIAL RETIREMENT INSURANCE AND10+ years Filed as: PRUDENTIAL INSURANCE CO. Service code 19 · EIN 22-1211670 | Securities Custodian | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $179,823-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 42.1%-42.1pp | 0.0%0pp |
| Annual return | 14.90% | 17.72%-2.8pp | 148.65%-133.7pp | 9.30%+5.6pp |
| Employer contribution / active EE | $1,212 | $3,186-62.0% | $26,844-95.5% | $12,551-90.3% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $63-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $1,660-100.0% | - |