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| Provider | Service type | Compensation |
|---|---|---|
JOHNSTON ASSET MANAGEMENT6+ years Service code 28 · EIN 36-4332263 | Investment Management | $291,317 |
I.E. SHAFFER & CO.6+ years Filed as: IE SHAFFER & CO Service code 13 · EIN 22-1750854 | Contract Administrator | $234,609 |
MORGAN STANLEY SMITH BARNEY6+ years Filed as: JP MORGAN ASSET MANAGEMENT Service code 28 · EIN 13-6038770 | Investment Management | $169,428 |
PHILADELPHIA TRUST COMPANY6+ years Service code 28 · EIN 23-2979239 | Investment Management | $131,960 |
Filed as: PRUDENTIAL INSURANCE COMPANY Service code 27 · EIN 22-1211670 | Advisory (Plan) | $78,880 |
Filed as: GERSON & ASSOCIATES CPAS AND ADVISO Service code 10 · EIN 22-3163246 | Accounting | $64,155 |
QUANTELLIGENT SOLUTIONS, LLC6+ years Filed as: QUANTELLIGENT SOLUTIONS Service code 16 · EIN 22-2839120 | Consulting | $55,600 |
Service code 28 · EIN 13-3413767 | Investment Management | $38,192 |
PELLETTIERI, RABSTEIN & ALTMAN6+ years Filed as: PELLETTIERI, RABSTEIN, & ALTMAN Service code 29 · EIN 21-0533765 | Legal | $33,640 |
Filed as: PRUDENTIAL RETIREMENT & ANNUITY CO. Service code 27 · EIN 06-1050034 | Advisory (Plan) | $30,735 |
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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 | $533,469-100.0% | $201,582-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 0.7%-0.7pp |
| Annual return | 22.82% | 24.46%-1.6pp | 11.08%+11.7pp | 13.24%+9.6pp |
| Employer contribution / active EE | $15,271 | $11,981+27.5% | $28,418-46.3% | $14,616+4.5% |
| Participant deferral / active EE | $0 | $0 | $86-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $5,364-100.0% | $6,559-100.0% | $4,137-100.0% |