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 |
|---|---|---|
WILLIS TOWERS WATSON US LLC4+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $415,902 |
PFM ADVISORS4+ years Filed as: PFM ASSET MANAGEMENT LLC Service code 27 TWO LOGAN SQUARE, SUITE 1600 · PHILADELPHIA, PA 19103 | Advisory (Plan) | $100,040 |
PNC BANK, N.A.4+ years Service code 21 · EIN 25-1211909 | Bank Trustee | $70,142 |
THE SWARTHMORE GROUP4+ years Filed as: THE SWATHMORE GROUP Service code 28 · EIN 23-3042105 | Investment Management | $41,769 |
Filed as: PRUDENTIAL INSURANCE CO. OF AMER Service code 23 · EIN 22-1211670 | Insurance services; Investment manage... | $15,984 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $5,379,476-100.0% | $379,314-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.4%-17.4pp | 0.0%0pp |
| Annual return | -5.82% | -0.94%-4.9pp | -2.18%-3.6pp | 33.37%-39.2pp |
| Employer contribution / active EE | $4,834 | $12,464-61.2% | $38,751-87.5% | $11,253-57.0% |
| Participant deferral / active EE | $0 | $24-100.0% | $151-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $4,675-100.0% | $4,180-100.0% | $99,113-100.0% |