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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC3 years Filed as: WILLIS TOWERS WATSON US, LLC Service code 11 · EIN 53-0181291 | Actuarial | $905,030 |
ARROWSTREET CAPITAL3 years Filed as: ARROWSTREET CAPITAL LP Service code 28 · EIN 04-3472863 | Investment Management | $485,015 |
SEI INVESTMENTS2 years Filed as: SEI INVESTMENTS COMPANY Service code 28 · EIN 23-1707341 | Investment Management | $483,729 |
PFM ADVISORS9+ 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 | $99,397 |
PHILADELPHIA TRUST COMPANY8 years Service code 28 · EIN 23-2979239 | Investment Management | $94,159 |
Filed as: DELAWARE CHARTER DBA PRINCIPALTRUST Service code 21 · EIN 51-0099493 | Bank Trustee | $84,533 |
Service code 28 · EIN 13-3257590 | Investment Management | $77,503 |
BIRCH RUN INVESTMENTS, LLC3 years Service code 28 · EIN 81-4642617 | Investment Management | $68,817 |
Filed as: CENTERSQUARE INVESTMENT MANAGEMENT Service code 28 · EIN 82-2740355 | Investment Management | $64,861 |
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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 | $13,363-100.0% | $422,209-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.3%-23.3pp | 2.2%-2.2pp |
| Annual return | 8.54% | 8.84%-0.3pp | 12.68%-4.1pp | 9.11%-0.6pp |
| Employer contribution / active EE | $0 | $8,705-100.0% | $41,626-100.0% | $12,231-100.0% |
| Participant deferral / active EE | $0 | $127-100.0% | $96-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $10,609-100.0% | $125-100.0% |