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| Provider | Service type | Compensation |
|---|---|---|
LOOMIS SAYLES1+ years Service code 51 · EIN 04-3200030 1384 OLD FREEPORT ROAD · PITTSBURGH, PA 15238 | Investment Mgmt Fees | $95,648 |
INDEPENDENT FINANCIAL PARTNERS1+ years Filed as: STONERIDGE INVESTMENT PARTNERS LLC Service code 51 · EIN 25-1841566 301 LINDENWOOD DRIVE · MALVERN, PA 19355 | Investment Mgmt Fees | $84,763 |
ASB CAPITAL MANAGEMENT1+ years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 51 · EIN 52-2288019 7501 WISCONSIN AVENUE · METHESDA, MD 20814 | Investment Mgmt Fees | $71,243 |
VALLEY FORGE PLAN ADMINISTRATORS1+ years Service code 14 · EIN 20-0901017 400 FRANKLIN AVENUE · PHOENIXVILLE, PA 19460 | Plan Administrator | $56,388 |
STUYVESANT CAPITAL MNGT COMPANY1+ years Service code 51 · EIN 13-2953644 200 BUSINESS PARK DRIVE · ARMONK, NY 10504 | Investment Mgmt Fees | $50,965 |
INVESTMENT PERFORMANCE SERVICES1+ years Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 51 · EIN 58-2432390 642 NEWTOWN YARDLEY ROAD · NEWTOWN, PA 18940 | Investment Mgmt Fees | $35,000 |
MERANZE KATZ AND GAUDIOSO PC1+ years Filed as: MERANZE KATZ GAUDIOSO & NEWLIN PC Service code 29 · EIN 23-2943773 121 S BROAD STREET · PHILADELPHIA, PA 19107 | Legal | $31,050 |
THE MCKEOGH COMPANY1+ years Service code 11 · EIN 23-3003375 200 BARR HARBOR DRIVE · WEST CONSHOHOCKEN, PA 19428 | Actuarial | $25,000 |
BACHELER & COMPANY PC1+ years Service code 10 · EIN 23-2978066 400 S KINGS HIGHWAY · CHERRY HILL, NJ 08034 | Accounting | $18,000 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,591-100.0% | $186,087-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.8%-37.8pp | 0.8%-0.8pp |
| Annual return | -1.42% | -3.68%+2.3pp | -2.13%+0.7pp | -0.60%-0.8pp |
| Employer contribution / active EE | $0 | $13,163-100.0% | $34,127-100.0% | $12,272-100.0% |
| Participant deferral / active EE | $0 | $47-100.0% | $131-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $941-100.0% | $717-100.0% |