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| Provider | Service type | Compensation |
|---|---|---|
JOHNSTON ASSET MANAGEMENT7+ years Service code 28 · EIN 36-4332263 | Investment Management | $288,796 |
I.E. SHAFFER & CO.7+ years Filed as: IE SHAFFER & CO Service code 13 · EIN 22-1750854 | Contract Administrator | $274,896 |
PHILADELPHIA TRUST COMPANY7+ years Service code 28 · EIN 23-2979239 | Investment Management | $184,406 |
MORGAN STANLEY SMITH BARNEY7+ years Filed as: JP MORGAN ASSET MANAGEMENT Service code 28 · EIN 13-6038770 | Investment Management | $178,004 |
Filed as: PRUDENTIAL INSURANCE COMPANY Service code 27 · EIN 22-1211670 | Advisory (Plan) | $167,890 |
Filed as: GERSON & ASSOCIATES CPAS AND ADVISO Service code 10 · EIN 22-3163246 | Accounting | $63,127 |
NATIONAL INVESTMENT SERVICES7+ years Filed as: NATIONAL INVESTMENT SERVICES, INC Service code 27 · EIN 80-0169636 | Advisory (Plan) | $44,940 |
QUANTELLIGENT SOLUTIONS, LLC7+ years Filed as: QUANTELLIGENT SOLUTIONS Service code 16 · EIN 22-2839120 | Consulting | $43,750 |
PELLETTIERI, RABSTEIN & ALTMAN7+ years Filed as: PELLETTIERI, RABSTEIN, & ALTMAN Service code 29 · EIN 21-0533765 | Legal | $40,809 |
Filed as: PRUDENTIAL RETIREMENT & ANNUITY CO. Service code 27 · EIN 06-1050034 | Advisory (Plan) | $32,361 |
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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 | $164,233-100.0% | $164,721-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | -5.14% | -8.26%+3.1pp | -5.85%+0.7pp | 2.78%-7.9pp |
| Employer contribution / active EE | $19,072 | $12,543+52.0% | $31,839-40.1% | $15,276+24.8% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $1,000-100.0% | $1,015-100.0% |