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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 23-2962336 ONE PRESIDENTIAL BLVD. · BALA CYNWYD, PA 19004 | Investment Management | $243,297 |
INVESTMENT PERFORMANCE SERVICES7+ years Service code 27 · EIN 58-2432390 7402 HODGSON MEMORIAL DR. · SAVANNAH, GA 31406 | Advisory (Plan) | $214,745 |
WITHUMSMITH+BROWN, PC7+ years Filed as: BROWN INVESTMENT ADVISORS Service code 28 · EIN 52-1952888 | Investment Management | $204,905 |
WEDGE CAPITAL MANAGEMENT7+ years Filed as: WEDGE CAPITAL MANAGEMENT, L.L.P. Service code 28 · EIN 56-1557450 301 S. COLLEGE ST., 2920 · CHARLOTTE, NC 28202 | Investment Management | $155,619 |
Service code 28 ONE LANDMARK SQUARE · STAMFORD, CT 06901 | Investment Management | $141,998 |
WELLINGTON TRUST COMPANY7+ years Service code 28 · EIN 04-2755549 | Investment Management | $137,973 |
Filed as: BENEFITS ADMINISTRATION, LLC Service code 14 · EIN 52-1139156 9411 PHILADELPHIA ROAD · BALTIMORE, MD 21237 | Plan Administrator | $58,994 |
THE SEGAL COMPANY7+ years Service code 11 · EIN 13-1835864 1920 N STREET, NW · WASHINGTON, DC 20036 | Actuarial | $49,834 |
ABATO, RUBENSTEIN & ABATO7+ years Service code 29 · EIN 52-0904713 809 GLEN EAGLES COURT · TOWSON, MD 21286 | Legal | $37,125 |
HCFL7+ years Service code 10 · EIN 52-1399339 1954 GREENSPRING DRIVE · TIMONIUM, MD 21093 | Accounting | $24,979 |
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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 | $1,472,696-100.0% | $490,804-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.1%-7.1pp | 0.7%-0.7pp |
| Annual return | 14.91% | 16.75%-1.8pp | 14.84%+0.1pp | 13.24%+1.7pp |
| Employer contribution / active EE | $29,514 | $16,291+81.2% | $37,950-22.2% | $14,616+101.9% |
| Participant deferral / active EE | $0 | $2,055-100.0% | $127-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $1-100.0% | $4,137-100.0% |