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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $1,117,251 |
THE SWARTHMORE GROUP3 years Filed as: SWARTHMORE GROUP Service code 25 · EIN 23-1910603 | Directed Trustee | $422,526 |
JOHNSTON ASSET MANAGEMENT3 years Filed as: JOHNSTON ASSET MANAGEMENT LLC Service code 28 · EIN 13-3257590 | Investment Management | $271,345 |
PHILADELPHIA TRUST COMPANY3 years Service code 28 · EIN 23-2979239 | Investment Management | $269,335 |
EAGLE CAPITAL MANAGEMENT, LLC4+ years Filed as: EAGLE ASSET MANAGEMENT INC Service code 28 · EIN 59-2385219 | Investment Management | $246,339 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO BANK, NA TRUSTEE Service code 21 · EIN 94-1347393 | Bank Trustee | $230,140 |
SANDERSON ASSET MANAGEMENT4+ years Filed as: SANDERSON ASSET MANAGEMENT LLP Service code 28 · EIN 13-4169008 | Investment Management | $198,618 |
PFM ADVISORS4+ years Filed as: PFM ASSET MANAGEMENT LLC Service code 27 · EIN 23-3087064 | Advisory (Plan) | $150,000 |
ARROWSTREET CAPITAL4+ years Filed as: ARROWSTREET, LP Service code 28 · EIN 04-3472863 | Investment Management | $143,272 |
Filed as: GLENMEDE INVESTMENT MANAGEMENT Service code 28 · EIN 02-0790147 | Investment Management | $130,239 |
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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 | $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 | -4.88% | -0.94%-3.9pp | -2.18%-2.7pp | 33.37%-38.2pp |
| Employer contribution / active EE | $14,295 | $12,464+14.7% | $38,751-63.1% | $11,253+27.0% |
| 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% |