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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO ADVISORS Service code 19 · EIN 23-2384840 | Securities Custodian | $239,055 |
HEALTHCARE STRATEGIES, INC2+ years Filed as: HEALTHCARE STRATEGIES Service code 14 · EIN 23-2848954 | Plan Administrator | $71,344 |
THE SAVITZ ORGANIZATION2+ years Service code 11 · EIN 23-1700844 | Actuarial | $54,909 |
ELLIOT GREENLEAF2+ years Filed as: ELLIOTT GREENLEAF Service code 29 · EIN 23-2617189 1105 NORTH MARKET STREET · WILMINGTON, DE 19801 | Legal | $45,739 |
Filed as: JOHNSTON ASSET MANAGEMENT LLC Service code 19 · EIN 13-3257590 | Securities Custodian | $37,728 |
ASB CAPITAL MANAGEMENT2+ years Service code 28 · EIN 80-0618452 | Investment Management | $23,952 |
ALAN ROSS & COMPANY, PC2+ years Filed as: ALAN ROSS & COMPANY Service code 10 · EIN 20-5367494 10 HEARTHSTONE COURT, SUITE 100 · READING, PA 19606 | Accounting | $23,775 |
COURTNEY CONSULTING GROUP2+ years Service code 27 · EIN 41-1416630 | Advisory (Plan) | $23,135 |
FOX ROTHSCHILD LLP2+ years Service code 29 · EIN 23-1404723 PO BOX 5231 · PRINCETON, NJ 08543 | Legal | $23,023 |
INDEPENDENT FINANCIAL PARTNERS2+ years Filed as: CHARTWELL INVESTMENT PARTNERS Service code 19 · EIN 23-2891243 | Securities Custodian | $19,621 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $381,942,733-100.0% | $139,743-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.6%-22.6pp | 0.0%0pp |
| Annual return | 7.04% | 4.86%+2.2pp | 4.96%+2.1pp | 9.19%-2.2pp |
| Employer contribution / active EE | $983 | $7,571-87.0% | $29,749-96.7% | $12,608-92.2% |
| Participant deferral / active EE | $0 | $0 | $26-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $3,369-100.0% | $2,655,710-100.0% |