Filed March 4, 2025 (most recent of 4 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
PIERCE, FENNER AND SMITH3 years Filed as: PIERCE PARK GROUP Service code 16 300 S HIGH STREET · WEST CHESTER, PA 19382 | Consulting | $138,488 |
WILMINGTON TRUST2 years Filed as: WILMINGTON TRUST, NATIONAL ASSOC Service code 21 · EIN 16-1486454 | Bank Trustee | $54,453 |
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 | $164,233-100.0% | $267,477-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.5%-35.5pp | 0.0%0pp |
| Annual return | -10.53% | -10.35%-0.2pp | -38.86%+28.3pp | 2.78%-13.3pp |
| Employer contribution / active EE | $0 | $8,768-100.0% | $37,756-100.0% | $15,276-100.0% |
| Participant deferral / active EE | $0 | $174-100.0% | $16-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $16,942-100.0% | $1,015-100.0% |