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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS3 years Service code 13 501 CARR ROAD · WILMINGTON, DE 19809 | Contract Administrator | $83,796 |
Filed as: CBIZ INC Service code 11 · EIN 31-1582098 1845 WALNUT STREET · PHILADELPHIA, PA 19103 | Actuarial | $72,306 |
JENNINGS SIGMOND P.C.3 years Filed as: JENNINGS SIGMOND PC Service code 29 · EIN 23-2025670 510 WALNUT STREET · PHILADELPHIA, PA 19106 | Legal | $71,783 |
MORGAN STANLEY SMITH BARNEY6+ years Filed as: SMITH BARNEY Service code 28 · EIN 26-4310844 1600 MARKET STREET · PHILADELPHIA, PA 19103 | Investment Management | $59,807 |
Filed as: STACEY BRAUN ASSOCIATES INC Service code 28 · EIN 13-2889432 377 BROAD WAY · NEW YORK, NY 10013 | Investment Management | $58,310 |
Filed as: YOUNG CONAWAY STARGATT TAYLOR Service code 29 · EIN 51-0082644 1000 NORTH KING STREET · WILMINGTON, DE 19801 | Legal | $54,085 |
FOUNDRY PARTNERS5 years Filed as: FOUNDRY PARTNERS LLC Service code 28 · EIN 46-1184506 510 FIRST AVE NORTH · MINNEAPOLIS, MN 55403 | Investment Management | $45,355 |
PNC BANK, N.A.3 years Filed as: PNC BANK Service code 15 · EIN 22-1146430 400 WEST CROSSTOWN PARKWA · KALAMAZOO, MI 49001 | Recordkeeping | $38,129 |
JPMORGAN INVEST HOLDINGS LLC5 years Filed as: J P MORGAN CHASE Service code 28 · EIN 13-6038770 111 POLARIS PARKWAY · COLUMBUS, OH 43240 | Investment Management | $37,398 |
SAGE ADVISORY SERVICES5 years Filed as: SAGE ADVISORY SERVICES LTD Service code 28 · EIN 74-2798841 5900 SOUTHWEST PARKWAY · AUSTIN, TX 78735 | Investment Management | $33,506 |
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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% | $165,322-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.5%-32.5pp | 0.6%-0.6pp |
| Annual return | 8.16% | 6.41%+1.8pp | 8.01%+0.1pp | 11.45%-3.3pp |
| Employer contribution / active EE | $22,196 | $11,592+91.5% | $29,475-24.7% | $17,219+28.9% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $13,084-100.0% | $637-100.0% | $15,480-100.0% |