Filed March 4, 2025 (most recent of 4 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
PIERCE, FENNER AND SMITH1 year Filed as: PIERCE PARK GROUP Service code 16 300 S HIGH STREET · WEST CHESTER, PA 19382 | Consulting | $89,179 |
WILMINGTON TRUST6+ years Service code 21 · EIN 51-0179618 | Bank Trustee | $40,875 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,168,160-100.0% | $220,428-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.5%-43.5pp | 0.6%-0.6pp |
| Annual return | 10.00% | 10.64%-0.6pp | 90.61%-80.6pp | 11.45%-1.5pp |
| Employer contribution / active EE | $2,431 | $11,339-78.6% | $32,730-92.6% | $17,219-85.9% |
| Participant deferral / active EE | $0 | $81-100.0% | $40-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $21,565-100.0% | $12,805-100.0% | $15,480-100.0% |