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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 23-1613018 1811 SPRING GARDEN STREET · PHILADELPHIA, PA 19130 | Contract Administrator | $337,787 |
BLACKSTONE6 years Filed as: BLACKSTONE INFRASTRUCTURE PARTNERS Service code 51 345 PARK AVENUE · NEW YORK, NY 10154 | Investment Mgmt Fees | $280,543 |
ASB CAPITAL MANAGEMENT10+ years Filed as: ASB CAPITAL Service code 51 · EIN 80-0618452 | Investment Mgmt Fees | $114,860 |
ZENITH AMERICAN SOLUTIONS6 years Filed as: ZENITH-AMERICAN ADMINISTRATORS Service code 13 · EIN 25-1139840 | Contract Administrator | $76,965 |
Filed as: SIERRA Service code 51 101 YGNACIO VALLEY RD · WALNUT CREEK, CA 94596 | Investment Mgmt Fees | $66,694 |
GREAT LAKES ADVISORS, LLC6 years Filed as: GREAT LAKES ADVISORS Service code 51 231 S. LASALLE STREET · CHICAGO, IL 60604 | Investment Mgmt Fees | $65,235 |
CALIBRE CPA GROUP PLLC6 years Filed as: CALIBRE CPA GROUP Service code 10 · EIN 47-0900880 | Accounting | $60,484 |
O'DONOGHUE & O'DONOGHUE10+ years Service code 29 · EIN 53-0120528 | Legal | $52,515 |
INVESTMENT PERFORMANCE SERVICES10+ years Filed as: INVESTMENT PERFORMANCE SERVICE Service code 27 · EIN 36-3555078 | Advisory (Plan) | $45,250 |
INDEPENDENT FINANCIAL PARTNERS10+ years Filed as: CHARTWELL INV PARTNERS Service code 51 · EIN 23-2891243 | Investment Mgmt Fees | $41,065 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,160 | $63,356-85.5% | $102,412-91.1% | $106,553-91.4% |
| Participation rate | 100.0% | 84.3%+15.7pp | 74.5%+25.5pp | 69.8%+30.2pp |
| Annual return | 5.07% | 14.77%-9.7pp | 24.94%-19.9pp | 17.37%-12.3pp |
| Employer contribution / active EE | $727 | $4,310-83.1% | $3,870-81.2% | $3,359-78.4% |
| Participant deferral / active EE | $0 | $3,479-100.0% | $5,060-100.0% | $5,562-100.0% |
| Admin fee / account holder | $94 | $110-14.4% | $8,388-98.9% | $80+18.5% |