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| Provider | Service type | Compensation |
|---|---|---|
WELLINGTON TRUST COMPANY8+ years Filed as: WELLINGTON ASSET MGMT Service code 28 · EIN 04-2755549 | Investment Management | $690,202 |
FISHER INVESTMENTS8+ years Service code 28 · EIN 94-3029777 | Investment Management | $524,615 |
INTECH INVESTMENT MANAGEMENT LLC8+ years Filed as: JANUS INTECH Service code 51 · EIN 01-0614895 | Investment Mgmt Fees | $458,429 |
PNC BANK, N.A.8+ years Filed as: PNC Service code 19 · EIN 34-0420310 | Securities Custodian | $379,206 |
DELAWARE INVESTMENTS2 years Filed as: PEN MACQUARIE Service code 28 610 MARKET STREET · PHILADELPHIA, PA 19106 | Investment Management | $355,576 |
TIMES SQUARE CAPITAL MANAGEMENT8+ years Filed as: TIMES SQUARE Service code 28 · EIN 20-1665304 | Investment Management | $292,609 |
O'DONOGHUE & O'DONOGHUE8+ years Service code 29 · EIN 53-0120527 | Legal | $277,169 |
THE SEGAL COMPANY8+ years Filed as: SEGAL CONSULTING Service code 11 · EIN 13-1835864 | Actuarial | $220,274 |
Filed as: CHARTWELL INVESTMENT PARTNERS, LLC Service code 28 1205 WESTLAKES DRIVE, SUITE 100 · BERWYN, PA 19312 | Investment Management | $192,550 |
INVESCO4 years Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 46-3793325 | Investment Management | $185,623 |
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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 | $171,256-100.0% | $788,447-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 14.3%-14.3pp | 21.4%-21.4pp | 1.5%-1.5pp |
| Annual return | -13.51% | -6.02%-7.5pp | -3.21%-10.3pp | 23.41%-36.9pp |
| Employer contribution / active EE | $29,844 | $11,241+165.5% | $46,051-35.2% | $12,650+135.9% |
| Participant deferral / active EE | $0 | $120-100.0% | $31-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $625-100.0% | $46,258-100.0% | $14,884-100.0% |