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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS6 years Service code 13 · EIN 25-1135840 501 CARR ROAD · WILMINGTON, DE 19809 | Contract Administrator | $87,816 |
Filed as: CBIZ INC Service code 11 · EIN 31-1582098 1845 WALNUT STREET · PHILADELPHIA, PA 19103 | Actuarial | $67,750 |
MORGAN STANLEY SMITH BARNEY9+ years Filed as: SMITH BARNEY Service code 28 · EIN 26-4310844 1600 MARKET STREET · PHILADELPHIA, PA 19103 | Investment Management | $62,662 |
Filed as: YOUNG CONAWAY STARGATT TAYLOR Service code 29 · EIN 51-0082644 1000 NORTH KING STREET · WILMINGTON, DE 19801 | Legal | $58,106 |
SAGE ADVISORY SERVICES8 years Filed as: SAGE ADVISORY SERVICES LTD Service code 28 · EIN 74-2798841 5900 SOUTHWEST PARKWAY · AUSTIN, TX 78735 | Investment Management | $50,059 |
Filed as: CHARTWELL INVESTMENT PARTNERS Service code 28 · EIN 23-2891243 1235 WESTLAKES DR STE 330 · BERWYN, PA 19312 | Investment Management | $46,292 |
FOUNDRY PARTNERS8 years Filed as: FOUNDRY PARTNERS LLC Service code 28 · EIN 46-1184506 510 FIRST AVE NORTH · MINNEAPOLIS, MN 55403 | Investment Management | $44,774 |
NORTHERN TRUST COMPANY8 years Filed as: NORTHERN TRUST Service code 28 · EIN 36-3608252 50 SOUTH LASALLE ST · CHICAGO, IL 60675 | Investment Management | $31,280 |
Service code 10 · EIN 20-3934956 111 CONTINENTAL DRIVE · NEWARK, DE 197134330 | Accounting | $30,306 |
JENNINGS SIGMOND P.C.6 years Filed as: JENNINGS SIGMOND PC Service code 29 · EIN 23-2025670 510 WALNUT STREET · PHILADELPHIA, PA 19106 | Legal | $26,924 |
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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 | $4,369,090-100.0% | $473,625-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 4.8%-4.8pp | 37.3%-37.3pp | 2.3%-2.3pp |
| Annual return | 11.08% | 7.15%+3.9pp | 20.18%-9.1pp | 37.74%-26.7pp |
| Employer contribution / active EE | $28,332 | $13,270+113.5% | $29,108-2.7% | $15,788+79.4% |
| Participant deferral / active EE | $0 | $732-100.0% | $6-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $12,034-100.0% | $2,262-100.0% | $9,287-100.0% |