Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: WILLIS TOWERS WATSON US, LLC Service code 11 · EIN 53-0181291 | Actuarial | $729,237 |
ARROWSTREET CAPITAL1 year Filed as: ARROWSTREET CAPITAL LP Service code 28 · EIN 04-3472863 | Investment Management | $586,025 |
THE SWARTHMORE GROUP6 years Filed as: SWARTHMORE GROUP Service code 28 · EIN 23-3042105 | Investment Management | $426,832 |
Filed as: HARDMAN JOHNSTON GLOBAL ADVISORS LL Service code 28 · EIN 13-3257590 | Investment Management | $333,745 |
PHILADELPHIA TRUST COMPANY6 years Service code 28 · EIN 23-2979239 | Investment Management | $330,460 |
Filed as: EAGLE ASSET MANAGEMENT, INC Service code 28 · EIN 59-2385219 | Investment Management | $266,996 |
PFM ADVISORS7+ years Filed as: PFM ASSET MANAGEMENT LLC Service code 27 · EIN 41-2003732 | Advisory (Plan) | $150,000 |
GLENMEDE TRUST CO.6 years Filed as: GLENMEDE TRUST Service code 28 · EIN 51-0390823 | Investment Management | $116,618 |
WELLS FARGO BANK, N.A.2 years Service code 21 · EIN 94-1347393 | Bank Trustee | $114,190 |
INVESCO7+ years Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 46-3793325 | Investment Management | $106,242 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $204,024-100.0% | $454,052-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 10.0%-10.0pp | 18.4%-18.4pp | 3.7%-3.7pp |
| Annual return | 14.98% | 12.07%+2.9pp | 8.95%+6.0pp | 15.63%-0.7pp |
| Employer contribution / active EE | $0 | $9,481-100.0% | $46,559-100.0% | $11,476-100.0% |
| Participant deferral / active EE | $0 | $26-100.0% | $131-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $561-100.0% | $19,831-100.0% | $429-100.0% |