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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC3+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $393,706 |
PNC BANK, N.A.3+ years Service code 21 · EIN 25-1211909 | Bank Trustee | $86,878 |
PFM ADVISORS3+ years Filed as: PFM ASSET MANAGEMENT LLC Service code 27 TWO LOGAN SQUARE, SUITE 1600 · PHILADELPHIA, PA 19103 | Advisory (Plan) | $60,737 |
THE SWARTHMORE GROUP3+ years Filed as: THE SWATHMORE GROUP Service code 28 · EIN 23-3042105 | Investment Management | $24,819 |
Filed as: PRUDENTIAL INSURANCE CO. OF AMER Service code 23 · EIN 22-1211670 | Insurance services; Investment manage... | $14,824 |
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Employer contribution per participant 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 | $0 | $411,917-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 13.13% | 12.92%+0.2pp | 10.36%+2.8pp | 17.84%-4.7pp |
| Employer contribution / active EE | $4,541 | $14,070-67.7% | $37,738-88.0% | $14,688-69.1% |
| Participant deferral / active EE | $0 | $21-100.0% | $137-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $15,661-100.0% | - |