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| Provider | Service type | Compensation |
|---|---|---|
PFM ADVISORS4+ years Service code 27 · EIN 23-3087064 | Advisory (Plan) | $298,240 |
Service code 11 · EIN 23-1700844 | Actuarial | $77,637 |
PATH ADMINISTRATORS4+ years Service code 13 · EIN 46-1226464 | Contract Administrator | $72,548 |
BENESYS, INC.1 year Filed as: BENESYS, INC Service code 13 700 TOWERS DRIVE · TROY, MI 48098 | Contract Administrator | $64,890 |
Filed as: CHARLES W JOHNSTON, PC Service code 29 · EIN 23-2077724 | Legal | $44,636 |
US BANK4+ years Service code 19 · EIN 31-0841368 | Securities Custodian | $37,252 |
Service code 29 123 S. BROAD STREET, SUITE 1670 · PHILADELPHIA, PA 19109 | Legal | $20,465 |
FISCHER DORWART, P.C.2 years Filed as: FISCHER DORWART, PC Service code 10 · EIN 23-2247478 | Accounting | $18,500 |
NOVAK FRANCELLA LLC4+ years Filed as: NOVAK FRANCELLA, LLC Service code 10 1 PRESIDENTIAL BLVD · BALA CYNWYD, PA 19004 | Accounting | $9,616 |
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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 | $341,093,897-100.0% | $362,723-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 0.0%0pp |
| Annual return | 6.36% | 12.20%-5.8pp | 10.56%-4.2pp | 21.83%-15.5pp |
| Employer contribution / active EE | $15,663 | $12,801+22.4% | $30,199-48.1% | $12,237+28.0% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $2,168-100.0% | $1,551,325-100.0% |