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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS6+ years Service code 51 · EIN 25-1707341 | Investment Mgmt Fees | $728,305 |
SPEAR WILDERMAN6+ years Service code 29 · EIN 25-2331913 | Legal | $142,750 |
ZENITH AMERICAN SOLUTIONS4 years Filed as: ZENITH AMERICAN SOLUTIONS INC. Service code 13 · EIN 52-1590516 | Contract Administrator | $125,580 |
CONRAD SIEGEL6+ years Filed as: CONRAD SIEGEL CO Service code 11 · EIN 23-1669823 | Actuarial | $91,200 |
MCNEES WALLACE & NURICK6+ years Service code 29 · EIN 23-1256003 | Legal | $80,579 |
Filed as: AMERISERVE Service code 19 · EIN 25-1689052 | Securities Custodian | $57,514 |
NOVAK FRANCELLA LLC3 years Filed as: NOVAK FRANCELLA LLC CPA'S Service code 10 ONE PRESIDENTIAL BLVD · BALA CYNWYD, PA 19004 | Accounting | $19,676 |
CYPHER & CYPHER6+ years Service code 10 · EIN 25-1385288 | Accounting | $11,915 |
KOSMERL & COMPANY, P.C.6+ years Service code 10 535 NORTH FIFTH STREET · READING, PA 19601 | Accounting | $11,410 |
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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 | $1,055,769-100.0% | $165,322-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.5%-32.5pp | 0.6%-0.6pp |
| Annual return | 4.78% | 6.41%-1.6pp | 8.01%-3.2pp | 11.45%-6.7pp |
| Employer contribution / active EE | $9,270 | $11,592-20.0% | $29,475-68.6% | $17,219-46.2% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $13,084-100.0% | $637-100.0% | $15,480-100.0% |