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| Provider | Service type | Compensation |
|---|---|---|
I.E. SHAFFER & CO.4+ years Filed as: IE SHAFFER & CO Service code 13 · EIN 22-1750854 | Contract Administrator | $274,283 |
JOHNSTON ASSET MANAGEMENT4+ years Service code 28 · EIN 36-4332263 | Investment Management | $214,124 |
PHILADELPHIA TRUST COMPANY4+ years Service code 28 · EIN 23-2979239 | Investment Management | $213,498 |
Service code 28 · EIN 13-3413767 | Investment Management | $172,159 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: JP MORGAN ASSET MANAGEMENT Service code 28 · EIN 13-6038770 | Investment Management | $162,266 |
Filed as: PRUDENTIAL INSURANCE COMPANY Service code 27 · EIN 22-1211670 | Advisory (Plan) | $146,578 |
QUANTELLIGENT SOLUTIONS, LLC4+ years Filed as: QUANTELLIGENT SOLUTIONS Service code 16 · EIN 22-2839120 | Consulting | $55,600 |
Filed as: GERSON & ASSOCIATES CPAS AND ADVISO Service code 10 · EIN 22-3163246 | Accounting | $55,528 |
Filed as: PRUDENTIAL RETIREMENT & ANNUITY CO. Service code 27 · EIN 06-1050034 | Advisory (Plan) | $38,205 |
NATIONAL INVESTMENT SERVICES4+ years Filed as: NATIONAL INVESTMENT SERVICES, INC Service code 27 · EIN 80-0169636 | Advisory (Plan) | $32,588 |
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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 | $10,224,557-100.0% | $362,723-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 1.2%-1.2pp |
| Annual return | 6.72% | 10.27%-3.6pp | 10.56%-3.8pp | 53.27%-46.5pp |
| Employer contribution / active EE | $17,023 | $12,273+38.7% | $30,199-43.6% | $14,774+15.2% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $35,729-100.0% | $2,168-100.0% | $13,289-100.0% |