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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC5+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $590,607 |
PFM ADVISORS5+ years Filed as: PFM ASSET MANAGEMENT LLC Service code 27 TWO LOGAN SQUARE, SUITE 1600 · PHILADELPHIA, PA 19103 | Advisory (Plan) | $112,490 |
PNC BANK, N.A.5+ years Service code 21 · EIN 25-1211909 | Bank Trustee | $87,178 |
THE SWARTHMORE GROUP1 year Service code 28 · EIN 23-3042105 | Investment Management | $46,865 |
Filed as: PRUDENTIAL INSURANCE CO. OF AMER Service code 23 · EIN 22-1211670 | Investment management; Insurance serv... | $17,143 |
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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 | $341,093,897-100.0% | $568,132-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | 15.32% | 14.29%+1.0pp | 14.64%+0.7pp | 21.83%-6.5pp |
| Employer contribution / active EE | $6,873 | $12,083-43.1% | $41,831-83.6% | $12,237-43.8% |
| Participant deferral / active EE | $0 | $70-100.0% | $200-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $36,942-100.0% | $1,551,325-100.0% |