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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT PROCESSING, INC.3+ years Service code 13 · EIN 23-2204388 | Contract Administrator | $166,502 |
COOK STREET CONSULTING3+ years Filed as: COOK & BIELER, L.P. Service code 28 · EIN 23-3082822 | Investment Management | $134,240 |
ILA BENEFIT FUND OFFICE3+ years Filed as: PMTA ILA BENEFIT FUND OFFICE Service code 14 · EIN 23-1734119 | Plan Administrator | $116,897 |
THE SEGAL COMPANY3+ years Service code 11 · EIN 13-1835864 | Actuarial | $94,991 |
LAZARD ASSET MANAGEMENT3+ years Service code 27 30 ROCKEFELLER PLAZA · NEW YORK, NY 10112 | Advisory (Plan) | $82,172 |
HAMILTON & COMPANY3+ years Service code 27 · EIN 22-2142255 | Advisory (Plan) | $68,270 |
PNC BANK, N.A.1 year Filed as: PNC BANK Service code 19 1600 MARKET STREET · PHILADELPHIA, PA 19103 | Securities Custodian | $64,206 |
FREEDMAN & LORRY, P.C.3+ years Service code 29 · EIN 23-2158375 | Legal | $55,002 |
COZEN O'CONNOR1 year Service code 29 1650 MARKET STREET · PHILADELPHIA, PA 19103 | Legal | $27,500 |
FISCHER DORWART, P.C.3+ years Service code 10 · EIN 23-2247478 | Accounting | $21,787 |
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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 | $44,091-100.0% | $85,985-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.2%-19.2pp | 4.5%-4.5pp |
| Annual return | 14.18% | 12.51%+1.7pp | 14.20%0pp | 13.95%+0.2pp |
| Employer contribution / active EE | $37,341 | $17,557+112.7% | $27,968+33.5% | $16,598+125.0% |
| Participant deferral / active EE | $0 | $552-100.0% | $576-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $6,028-100.0% | $612-100.0% |