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| Provider | Service type | Compensation |
|---|---|---|
I.E. SHAFFER & CO.2+ years Filed as: IE SHAFFER & CO Service code 13 · EIN 22-1750854 | Contract Administrator | $252,360 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: JP MORGAN ASSET MANAGEMENT Service code 28 · EIN 13-6038770 | Investment Management | $189,693 |
JOHNSTON ASSET MANAGEMENT2+ years Service code 28 · EIN 36-4332263 | Investment Management | $175,076 |
Filed as: PRUDENTIAL INSURANCE COMPANY Service code 27 · EIN 22-1211670 | Advisory (Plan) | $166,848 |
PHILADELPHIA TRUST COMPANY2+ years Service code 28 · EIN 23-2979239 | Investment Management | $133,806 |
Service code 28 · EIN 13-3413767 | Investment Management | $122,244 |
Service code 10 · EIN 22-3163246 | Accounting | $67,757 |
QUANTELLIGENT SOLUTIONS, LLC2+ years Filed as: QUANTELLIGENT SOLUTIONS Service code 16 · EIN 22-2839120 | Consulting | $54,450 |
Filed as: PRUDENTIAL RETIREMENT & ANNUITY CO. Service code 27 · EIN 06-1050034 | Advisory (Plan) | $37,248 |
NATIONAL INVESTMENT SERVICES2+ years Filed as: NATIONAL INVESTMENT SERVICES, INC Service code 27 · EIN 80-0169636 | Advisory (Plan) | $31,094 |
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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 | $90,272-100.0% | $184,886-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 1.9%-1.9pp |
| Annual return | 9.81% | 11.78%-2.0pp | 8.32%+1.5pp | 23.90%-14.1pp |
| Employer contribution / active EE | $15,756 | $11,309+39.3% | $30,793-48.8% | $16,539-4.7% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $337-100.0% | $2,802-100.0% | $18,975-100.0% |