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| Provider | Service type | Compensation |
|---|---|---|
I.E. SHAFFER & CO.5+ years Filed as: IE SHAFFER & CO Service code 13 · EIN 22-1750854 | Contract Administrator | $283,637 |
JOHNSTON ASSET MANAGEMENT5+ years Service code 28 · EIN 36-4332263 | Investment Management | $221,022 |
PHILADELPHIA TRUST COMPANY5+ years Service code 28 · EIN 23-2979239 | Investment Management | $172,256 |
Service code 28 · EIN 13-3413767 | Investment Management | $169,986 |
MORGAN STANLEY SMITH BARNEY5+ years Filed as: JP MORGAN ASSET MANAGEMENT Service code 28 · EIN 13-6038770 | Investment Management | $166,075 |
Filed as: PRUDENTIAL INSURANCE COMPANY Service code 27 · EIN 22-1211670 | Advisory (Plan) | $150,424 |
Filed as: GERSON & ASSOCIATES CPAS AND ADVISO Service code 10 · EIN 22-3163246 | Accounting | $63,810 |
QUANTELLIGENT SOLUTIONS, LLC5+ years Filed as: QUANTELLIGENT SOLUTIONS Service code 16 · EIN 22-2839120 | Consulting | $55,600 |
NATIONAL INVESTMENT SERVICES5+ years Filed as: NATIONAL INVESTMENT SERVICES, INC Service code 27 · EIN 80-0169636 | Advisory (Plan) | $35,446 |
Filed as: PRUDENTIAL RETIREMENT & ANNUITY CO. Service code 27 · EIN 06-1050034 | Advisory (Plan) | $29,368 |
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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 | $1,055,769-100.0% | $162,072-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 0.6%-0.6pp |
| Annual return | 2.34% | 6.41%-4.1pp | 8.01%-5.7pp | 11.45%-9.1pp |
| Employer contribution / active EE | $17,529 | $11,592+51.2% | $29,476-40.5% | $17,219+1.8% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $13,084-100.0% | $630-100.0% | $15,480-100.0% |