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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC4 years Filed as: WILLIS TOWERS WATSON US, LLC Service code 11 · EIN 53-0181291 | Actuarial | $970,571 |
ARROWSTREET CAPITAL4 years Filed as: ARROWSTREET CAPITAL LP Service code 28 · EIN 04-3472863 | Investment Management | $860,057 |
SEI INVESTMENTS3 years Filed as: SEI INVESTMENTS COMPANY Service code 28 · EIN 23-1707341 | Investment Management | $688,208 |
US BANK1 year Filed as: US BANK ASSET MANAGEMENT LLC Service code 27 · EIN 31-0841368 | Advisory (Plan) | $142,500 |
Filed as: DELAWARE CHARTER DBA PRINCIPALTRUST Service code 21 · EIN 51-0099493 | Bank Trustee | $119,355 |
Filed as: CENTERSQUARE INVESTMENT MANAGEMENT Service code 28 · EIN 82-2740355 | Investment Management | $74,184 |
BIRCH RUN INVESTMENTS, LLC4 years Service code 28 · EIN 81-4642617 | Investment Management | $73,738 |
Filed as: EAGLE ASSET MANAGEMENT, INC Service code 28 · EIN 59-2385219 | Investment Management | $59,599 |
Filed as: VILLANOVA INVESTMENT MANAGEMENT COM Service code 28 · EIN 81-2973809 | Investment Management | $53,800 |
THE HAVERFORD TRUST COMPANY3 years Service code 28 · EIN 23-2329854 | Investment Management | $37,674 |
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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 | $0 | $325,553-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 2.72% | 5.34%-2.6pp | 9.17%-6.5pp | 9.30%-6.6pp |
| Employer contribution / active EE | $0 | $9,329-100.0% | $40,523-100.0% | $12,551-100.0% |
| Participant deferral / active EE | $0 | $267-100.0% | $42-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $17,411-100.0% | - |