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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC3+ years Filed as: TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $1,121,636 |
THE SWARTHMORE GROUP2 years Filed as: SWARTHMORE GROUP Service code 25 · EIN 23-1910603 | Directed Trustee | $439,579 |
PHILADELPHIA TRUST COMPANY2 years Service code 28 · EIN 23-2979239 | Investment Management | $355,991 |
ARROWSTREET CAPITAL3+ years Filed as: ARROWSTREET, LP Service code 28 · EIN 04-3472863 | Investment Management | $289,471 |
EAGLE CAPITAL MANAGEMENT, LLC3+ years Filed as: EAGLE ASSET MANAGEMENT INC Service code 28 · EIN 59-2385219 | Investment Management | $230,990 |
JOHNSTON ASSET MANAGEMENT2 years Filed as: JOHNSTON ASSET MANAGEMENT LLC Service code 28 · EIN 13-3257590 | Investment Management | $224,569 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO BANK, NA TRUSTEE Service code 25 · EIN 94-1347393 | Directed Trustee | $218,194 |
SANDERSON ASSET MANAGEMENT3+ years Filed as: SANDERSON ASSET MANAGEMENT LLP Service code 28 · EIN 13-4169008 | Investment Management | $160,941 |
PFM ADVISORS3+ years Filed as: PFM ASSET MANAGEMENT LLC Service code 27 · EIN 23-3087064 | Advisory (Plan) | $150,000 |
Filed as: GLENMEDE INVESTMENT MANAGEMENT Service code 28 · EIN 02-0790147 | Investment Management | $130,783 |
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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 | $411,917-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 13.42% | 12.92%+0.5pp | 10.36%+3.1pp | 17.84%-4.4pp |
| Employer contribution / active EE | $21,257 | $14,070+51.1% | $37,738-43.7% | $14,688+44.7% |
| Participant deferral / active EE | $0 | $21-100.0% | $137-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $15,661-100.0% | - |