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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INSTITUIONAL MANAGEMENT CO Service code 19 · EIN 20-4659714 | Securities Custodian | $337,352 |
ILA BENEFIT FUND OFFICE10+ years Filed as: PMTA ILA BENEFIT FUND OFFICE Service code 14 · EIN 23-1734119 | Plan Administrator | $317,144 |
COZEN O'CONNOR7 years Filed as: COZEN O'CONNER Service code 29 457 HADDONFIELD ROAD · CHERRY HILL, NJ 08002 | Legal | $101,118 |
THE SEGAL COMPANY10+ years Service code 11 · EIN 13-1835864 | Actuarial | $68,164 |
Filed as: BRIDGEWAY BENEFIT TECHNOLOGIES LLC Service code 15 3000 S LENOLA RD STE 400 · MAPLE SHADE, NJ 08052 | Recordkeeping | $60,823 |
SPEARMAN WILDERMAN3 years Service code 29 230 S. BROAD ST. SUITE 1400 · PHILADELPHIA, PA 19102 | Legal | $58,300 |
RYAN ALM ADVISERS, LLC1 year Filed as: RYAN ALM ADVISORS, LLC Service code 19 500 OCEAN TRAIL WAY, UNIT 410 · JUPITER, FL 33477 | Securities Custodian | $47,302 |
FISCHER DORWART, P.C.10+ years Service code 10 · EIN 23-2247478 | Accounting | $24,758 |
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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 | $52,198-100.0% | $124,814-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.2%-22.2pp | 11.0%-11.0pp |
| Annual return | 6.51% | 11.79%-5.3pp | 10.52%-4.0pp | 8.21%-1.7pp |
| Employer contribution / active EE | $71,880 | $19,735+264.2% | $26,749+168.7% | $13,837+419.5% |
| Participant deferral / active EE | $0 | $28-100.0% | $122-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | $129-100.0% | $1,652-100.0% |