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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $905,127 |
PNC BANK, N.A.1+ years Service code 21 · EIN 25-1211909 | Bank Trustee | $58,860 |
PFM ADVISORS1+ years Filed as: PFM ASSET MANAGEMENT LLC Service code 27 TWO LOGAN SQUARE, SUITE 1600 · PHILADELPHIA, PA 19103 | Advisory (Plan) | $49,788 |
THE SWARTHMORE GROUP1+ years Filed as: THE SWATHMORE GROUP Service code 28 · EIN 23-3042105 | Investment Management | $27,910 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN, LEWIS & BOCKIUS LLP Service code 29 140 W 62ND ST · NEW YORK, NY 10023 | Legal | $24,493 |
Filed as: THE PRUDENTIAL INSURANCE CO OF AMER Service code 23 · EIN 22-1211670 | Investment management; Insurance serv... | $20,846 |
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Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $23,526,138-100.0% | $846,462-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 0.0%0pp |
| Annual return | -2.87% | -0.09%-2.8pp | -0.81%-2.1pp | 1.67%-4.5pp |
| Employer contribution / active EE | $4,254 | $11,440-62.8% | $38,425-88.9% | $10,506-59.5% |
| Participant deferral / active EE | $0 | $23-100.0% | $315-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $43,809-100.0% | $15,697-100.0% | $66,276-100.0% |