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| Provider | Service type | Compensation |
|---|---|---|
STACEY BRAUN ASSOCIATES, INC.1+ years Filed as: STACEY BRAUN ASSOCIATES, INC Service code 28 · EIN 13-2889432 377 BROADWAY · NEW YORK, NY 10013 | Investment Management | $113,289 |
ROTHSCHILD ASSET MANAGEMENT1+ years Service code 28 · EIN 90-0087978 1251 AVENUE OF THE AMERICAS · NEW YORK, NY 10020 | Investment Management | $108,499 |
THE SAVITZ ORGANIZATION1+ years Filed as: SAVITZ Service code 11 · EIN 23-1700844 1845 WALNUT STREET · PHILADELPHIA, PA 19103 | Actuarial | $79,258 |
GEM GROUP1+ years Service code 13 · EIN 25-1139840 501 CARR ROAD SUITE 220 · WILMINGTON, DE 19809 | Contract Administrator | $74,496 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: J P MORGAN CHASE BANK N.A. Service code 28 · EIN 13-6038770 111 POLARIS PARKWAY · COLUMBUS, OH 43240 | Investment Management | $65,458 |
CAMBIAR INVESTORS LLC1+ years Filed as: CAMBIAR INVESTMENTS LLC Service code 28 · EIN 84-1596610 2401 EAST SECOND STREET · DENVER, CO 80206 | Investment Management | $45,356 |
Filed as: BRANDYWINE ASSET MANAGER Service code 28 · EIN 51-0294065 2929 ARCH ST · PHILADELPHIA, PA 19104 | Investment Management | $41,703 |
Filed as: YOUNG CONAWAY STARGATT & TAYLOR Service code 29 · EIN 51-0082644 1000 WEST ST · WILMINGTON, DE 19899 | Legal | $40,883 |
SAGE ADVISORY SERVICES1+ years Filed as: SAGE ADVISORY SERVICES LTD CO Service code 28 · EIN 74-2798841 5900 SOUTHWEST PARKAY · AUSTIN, TX 78735 | Investment Management | $36,226 |
JENNINGS SIGMOND P.C.1+ years Filed as: SIGMOND JENNINGS, PC Service code 29 · EIN 23-2025670 THE PENN MUTUAL TOWERS 16TH FLR · PHILADELPHIA, PA 19106 | Legal | $35,361 |
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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 | $82,591-100.0% | $846,462-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 0.8%-0.8pp |
| Annual return | -0.49% | 0.06%-0.5pp | -0.81%+0.3pp | -0.60%+0.1pp |
| Employer contribution / active EE | $24,503 | $14,206+72.5% | $38,425-36.2% | $12,272+99.7% |
| Participant deferral / active EE | $0 | $1-100.0% | $315-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $15,697-100.0% | $717-100.0% |