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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC6+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $423,033 |
PFM ADVISORS6+ years Filed as: PFM ASSET MANAGEMENT LLC Service code 27 TWO LOGAN SQUARE, SUITE 1600 · PHILADELPHIA, PA 19103 | Advisory (Plan) | $120,270 |
PNC BANK, N.A.6+ years Service code 21 · EIN 25-1211909 | Bank Trustee | $84,334 |
THE SWARTHMORE GROUP2 years Service code 28 · EIN 23-3042105 | Investment Management | $49,462 |
Filed as: PRUDENTIAL INSURANCE CO. OF AMER Service code 23 · EIN 22-1211670 | Investment management; Insurance serv... | $17,659 |
Filed as: MORGAN LEWIS & BOCKIUS LLP Service code 29 1710 MARKET STREET · PHILADELPHIA, PA 191032921 | Legal | $11,908 |
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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 | $0 | $373,805-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 0.0%0pp |
| Annual return | 13.07% | 9.48%+3.6pp | 9.52%+3.6pp | 12.86%+0.2pp |
| Employer contribution / active EE | $8,363 | $12,808-34.7% | $41,951-80.1% | $13,687-38.9% |
| Participant deferral / active EE | $0 | $29-100.0% | $18-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $1,512-100.0% | - |