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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO ADVISORS Service code 19 · EIN 23-2384840 | Securities Custodian | $267,343 |
HEALTHCARE STRATEGIES, INC3+ years Filed as: HEALTHCARE STRATEGIES Service code 14 · EIN 23-2848954 | Plan Administrator | $73,749 |
THE SAVITZ ORGANIZATION3+ years Service code 11 · EIN 23-1700844 | Actuarial | $63,600 |
JOHNSTON ASSET MANAGEMENT2 years Filed as: JOHNSTON ASSET MANAGEMENT LLC Service code 19 · EIN 13-3257590 | Securities Custodian | $48,249 |
COURTNEY CONSULTING GROUP3+ years Service code 27 · EIN 41-1416630 | Advisory (Plan) | $25,991 |
ASB CAPITAL MANAGEMENT3+ years Service code 28 · EIN 80-0618452 | Investment Management | $25,056 |
FOX ROTHSCHILD LLP3+ years Service code 29 · EIN 23-1404723 PO BOX 5231 · PRINCETON, NJ 08543 | Legal | $22,880 |
INDEPENDENT FINANCIAL PARTNERS3+ years Filed as: CHARTWELL INVESTMENT PARTNERS Service code 19 · EIN 23-2891243 | Securities Custodian | $19,819 |
ALAN ROSS & COMPANY, PC3+ years Filed as: ALAN ROSS & COMPANY Service code 10 · EIN 20-5367494 10 HEARTHSTONE COURT, SUITE 100 · READING, PA 19606 | Accounting | $16,800 |
Filed as: PRUDENTIAL INSURANCE CO. Service code 19 · EIN 22-1211670 | Securities Custodian | $11,401 |
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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 | $0 | $158,640-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.2%-22.2pp | 0.0%0pp |
| Annual return | 16.55% | 17.84%-1.3pp | 10.66%+5.9pp | 17.84%-1.3pp |
| Employer contribution / active EE | $1,004 | $14,688-93.2% | $30,880-96.7% | $14,688-93.2% |
| Participant deferral / active EE | $0 | $770-100.0% | $65-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $1,478-100.0% | - |