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| Provider | Service type | Compensation |
|---|---|---|
I.E. SHAFFER & CO.1+ years Filed as: IE SHAFFER & CO Service code 13 · EIN 22-1750854 | Contract Administrator | $271,673 |
Service code 28 · EIN 13-3413767 | Investment Management | $187,489 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: JP MORGAN ASSET MANAGEMENT Service code 28 · EIN 13-6038770 | Investment Management | $172,394 |
JOHNSTON ASSET MANAGEMENT1+ years Service code 28 · EIN 36-4332263 | Investment Management | $150,546 |
Filed as: PRUDENTIAL INSURANCE COMPANY Service code 27 · EIN 22-1211670 | Advisory (Plan) | $129,476 |
PHILADELPHIA TRUST COMPANY1+ years Service code 28 · EIN 23-2979239 | Investment Management | $100,280 |
QUANTELLIGENT SOLUTIONS, LLC1+ years Filed as: QUANTELLIGENT SOLUTIONS Service code 16 · EIN 22-2839120 | Consulting | $53,300 |
Service code 10 · EIN 22-3163246 | Accounting | $53,177 |
Filed as: PRUDENTIAL RETIREMENT & ANNUITY CO. Service code 27 · EIN 06-1050034 | Advisory (Plan) | $37,701 |
NATIONAL INVESTMENT SERVICES1+ years Filed as: NATIONAL INVESTMENT SERVICES, INC Service code 27 · EIN 80-0169636 | Advisory (Plan) | $30,361 |
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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 | $35,636-100.0% | $209,859-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 1.8%-1.8pp |
| Annual return | 3.03% | 3.49%-0.5pp | 4.16%-1.1pp | 7.18%-4.1pp |
| Employer contribution / active EE | $15,239 | $11,083+37.5% | $29,966-49.1% | $13,095+16.4% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $13,952-100.0% | $362-100.0% |