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| Provider | Service type | Compensation |
|---|---|---|
ARROWSTREET CAPITAL2 years Filed as: ARROWSTREET CAPITAL LP Service code 28 · EIN 04-3472863 | Investment Management | $1,535,248 |
WILLIS TOWERS WATSON US LLC2 years Filed as: WILLIS TOWERS WATSON US, LLC Service code 11 · EIN 53-0181291 | Actuarial | $868,831 |
Filed as: HARDMAN JOHNSTON GLOBAL ADVISORS LL Service code 28 · EIN 13-3257590 | Investment Management | $232,729 |
PHILADELPHIA TRUST COMPANY7 years Service code 28 · EIN 23-2979239 | Investment Management | $221,201 |
THE SWARTHMORE GROUP7 years Filed as: SWARTHMORE GROUP Service code 28 · EIN 23-3042105 | Investment Management | $194,473 |
PFM ADVISORS8+ years Filed as: PFM ASSET MANAGEMENT LLC Service code 27 · EIN 41-2003732 | Advisory (Plan) | $150,000 |
Filed as: EAGLE ASSET MANAGEMENT, INC Service code 28 · EIN 59-2385219 | Investment Management | $124,993 |
DELAWARE INVESTMENTS1 year Filed as: DELAWARE CHARTER GUARANTEEE & TRUST Service code 21 · EIN 51-0099493 | Bank Trustee | $99,333 |
GLENMEDE TRUST CO.7 years Filed as: GLENMEDE TRUST Service code 28 · EIN 51-0390823 | Investment Management | $89,500 |
Filed as: VILLANOVA INVESTMENT MANAGEMENT COM Service code 28 · EIN 81-2973809 | Investment Management | $77,393 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $171,256-100.0% | $788,447-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 14.3%-14.3pp | 21.4%-21.4pp | 1.5%-1.5pp |
| Annual return | -13.75% | -6.02%-7.7pp | -3.21%-10.5pp | 23.41%-37.2pp |
| Employer contribution / active EE | $0 | $11,241-100.0% | $46,051-100.0% | $12,650-100.0% |
| Participant deferral / active EE | $0 | $120-100.0% | $31-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $625-100.0% | $46,258-100.0% | $14,884-100.0% |