Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
LOOMIS SAYLES3+ years Service code 51 · EIN 04-3200030 1384 OLD FREEPORT ROAD · PITTSBURGH, PA 15238 | Investment Mgmt Fees | $68,100 |
INDEPENDENT FINANCIAL PARTNERS3+ years Filed as: STONERIDGE INVESTMENT PARTNERS LLC Service code 51 · EIN 25-1841566 301 LINDENWOOD DRIVE · MALVERN, PA 19355 | Investment Mgmt Fees | $66,595 |
ASB CAPITAL MANAGEMENT3+ years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 51 · EIN 52-2288019 7501 WISCONSIN AVENUE · METHESDA, MD 20814 | Investment Mgmt Fees | $60,077 |
FABIAN & BYRN LLC2 years Service code 14 · EIN 25-1914887 400 FRANKLIN AVENUE · PHOENIXVILLE, PA 19460 | Plan Administrator | $55,673 |
STUYVESANT CAPITAL MNGT COMPANY3+ years Service code 51 · EIN 13-2953644 200 BUSINESS PARK DRIVE · ARMONK, NY 10504 | Investment Mgmt Fees | $38,926 |
RBC WEALTH MANAGEMENT1 year Service code 51 · EIN 41-1416330 SIX TOWER BRIDGE SUITE 500 · CONSHOHOCKEN, PA 19428 | Investment Mgmt Fees | $35,000 |
MERANZE KATZ AND GAUDIOSO PC2 years Filed as: MERANZE KATZ & GAUDIOSO PC Service code 29 · EIN 23-2943773 121 S BROAD STREET · PHILADELPHIA, PA 19107 | Legal | $30,000 |
THE MCKEOGH COMPANY3+ years Service code 11 · EIN 23-3003375 200 BARR HARBOR DRIVE · WEST CONSHOHOCKEN, PA 19428 | Actuarial | $25,000 |
BACHELER & COMPANY PC3+ 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 | $233,564-100.0% | $256,121-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 37.7%-37.7pp | - |
| Annual return | 8.98% | 28.83%-19.9pp | 9.60%-0.6pp | - |
| Employer contribution / active EE | $0 | $15,177-100.0% | $45,595-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $255-100.0% | - |
| Admin fee / account holder | $0 | $24,504-100.0% | $9,523-100.0% | - |