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| Provider | Service type | Compensation |
|---|---|---|
Service code 11 · EIN 53-0181291 | Actuarial | $1,723,103 |
THE SWARTHMORE GROUP4 years Filed as: SWARTHMORE GROUP Service code 27 · EIN 23-3042105 | Advisory (Plan) | $420,929 |
ARROWSTREET CAPITAL5+ years Filed as: ARROWSTREET, LP Service code 28 · EIN 04-3472863 | Investment Management | $361,856 |
Filed as: HARDMAN JOHNSTON GLOBAL ADVISORS LL Service code 28 · EIN 13-3257590 | Investment Management | $277,827 |
PHILADELPHIA TRUST COMPANY4 years Service code 28 · EIN 23-2979239 | Investment Management | $271,834 |
EAGLE CAPITAL MANAGEMENT, LLC5+ years Filed as: EAGLE ASSET MANAGEMENT INC Service code 28 · EIN 59-2385219 | Investment Management | $236,445 |
SANDERSON ASSET MANAGEMENT5+ years Filed as: SANDERSON ASSET MANAGEMENT LLP Service code 28 · EIN 13-4169008 | Investment Management | $208,221 |
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO BANK, NA TRUSTEE Service code 21 · EIN 94-1347393 | Bank Trustee | $198,554 |
PFM ADVISORS5+ 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 | $136,793 |
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Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | 18.32% | 14.29%+4.0pp | 14.64%+3.7pp | 21.83%-3.5pp |
| Employer contribution / active EE | $0 | $12,083-100.0% | $41,831-100.0% | $12,237-100.0% |
| 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% |