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| Provider | Service type | Compensation |
|---|---|---|
I.E. SHAFFER & CO.3+ years Filed as: IE SHAFFER & CO Service code 13 · EIN 22-1750854 | Contract Administrator | $334,037 |
JOHNSTON ASSET MANAGEMENT3+ years Service code 28 · EIN 36-4332263 | Investment Management | $210,324 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: JP MORGAN ASSET MANAGEMENT Service code 28 · EIN 13-6038770 | Investment Management | $174,768 |
Service code 28 · EIN 13-3413767 | Investment Management | $173,660 |
PHILADELPHIA TRUST COMPANY3+ years Service code 28 · EIN 23-2979239 | Investment Management | $163,944 |
Filed as: PRUDENTIAL INSURANCE COMPANY Service code 27 · EIN 22-1211670 | Advisory (Plan) | $148,761 |
Filed as: GERSON & ASSOCIATES CPAS AND ADVISO Service code 10 · EIN 22-3163246 | Accounting | $58,907 |
NATIONAL INVESTMENT SERVICES3+ years Filed as: NATIONAL INVESTMENT SERVICES, INC Service code 27 · EIN 80-0169636 | Advisory (Plan) | $32,221 |
Filed as: PRUDENTIAL RETIREMENT & ANNUITY CO. Service code 27 · EIN 06-1050034 | Advisory (Plan) | $30,432 |
DERYDER PLANS3+ years Service code 11 · EIN 22-3082451 | Actuarial | $17,000 |
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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 | $61,831-100.0% | $245,396-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 1.8%-1.8pp |
| Annual return | 7.43% | 4.25%+3.2pp | -752.26%+759.7pp | 0.19%+7.2pp |
| Employer contribution / active EE | $16,834 | $11,906+41.4% | $31,802-47.1% | $13,763+22.3% |
| Participant deferral / active EE | $0 | $1,467-100.0% | $47-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $593-100.0% | $1,223-100.0% | $426-100.0% |