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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $426,916 |
BUCK GLOBAL, LLC2+ years Filed as: BUCK CONSULTANTS Service code 11 · EIN 13-3954297 | Actuarial | $239,648 |
Filed as: TOWERS WATSON Service code 17 · EIN 53-0181291 | Pension Consulting | $211,465 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO BANK Service code 25 · EIN 94-1347393 | Directed Trustee | $198,169 |
CROZER CHESTER MEDICAL CENTER2+ years Service code 13 · EIN 23-1637191 | Contract Administrator | $151,041 |
PFM ADVISORS2+ years Service code 20 · EIN 23-3087064 | Trustee (individual); Direct payment ... | $134,450 |
Filed as: PRUDENTIAL Service code 27 · EIN 22-1211670 | Advisory (Plan) | $77,210 |
C.S. MCKEE, L.P.1 year Filed as: C.S. MCKEE L. P. Service code 27 · EIN 25-1900687 | Advisory (Plan) | $69,226 |
NORTHERN TRUST COMPANY2+ years Filed as: NORTHERN TRUST Service code 27 · EIN 36-1561860 | Advisory (Plan) | $38,686 |
Service code 10 · EIN 83-0414789 | Accounting | $17,386 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $381,942,733-100.0% | $219,466-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.6%-44.6pp | 0.0%0pp |
| Annual return | -4.11% | 9.41%-13.5pp | 5.00%-9.1pp | 9.19%-13.3pp |
| Employer contribution / active EE | $36,930 | $8,353+342.1% | $35,918+2.8% | $12,608+192.9% |
| Participant deferral / active EE | $0 | $340-100.0% | $75-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $13,204-100.0% | $2,655,710-100.0% |