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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $1,157,293 |
THE SWARTHMORE GROUP1+ years Filed as: THE SWARTHMORE GROUP INC. Service code 28 · EIN 23-1910603 | Investment Management | $488,670 |
PHILADELPHIA TRUST COMPANY1+ years Filed as: THE PHILADELPHIA TRUST COMPANY Service code 28 · EIN 23-2979239 | Investment Management | $328,648 |
ARROWSTREET CAPITAL1+ years Filed as: ARROWSTREET, LP Service code 28 · EIN 04-3472863 | Investment Management | $238,765 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO BANK, NA TRUSTEE Service code 25 · EIN 94-1347393 | Directed Trustee | $186,763 |
EAGLE CAPITAL MANAGEMENT, LLC1+ years Filed as: EAGLE ASSET MANAGEMENT INC Service code 28 · EIN 59-2385219 | Investment Management | $177,286 |
PFM ADVISORS1+ years Filed as: PFM ASSET MANAGEMENT LLC Service code 27 · EIN 23-3087064 | Advisory (Plan) | $150,000 |
SANDERSON ASSET MANAGEMENT1+ years Filed as: SANDERSON ASSET MANAGEMENT LLP Service code 28 · EIN 13-4169008 | Investment Management | $149,545 |
PENN CAPITAL MANAGEMENT1+ years Service code 28 · EIN 23-0395938 | Investment Management | $136,059 |
Filed as: GLENMEDE INVESTMENT MANAGEMENT, LP Service code 28 · EIN 02-0790147 | Investment Management | $126,991 |
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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 | $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 | 0.10% | -0.09%+0.2pp | -0.81%+0.9pp | 1.67%-1.6pp |
| Employer contribution / active EE | $8,084 | $11,440-29.3% | $38,425-79.0% | $10,506-23.1% |
| 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% |