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| Provider | Service type | Compensation |
|---|---|---|
PHILADELPHIA TRUST COMPANY4+ years Filed as: PHILADELPHIA TRUST Service code 26 · EIN 23-2979239 | Advisory (Participants) | $24,016 |
BOSTON COMMONS4+ years Service code 27 · EIN 74-3067043 | Advisory (Plan) | $22,081 |
FORTALEZA4+ years Service code 27 · EIN 36-3708000 | Advisory (Plan) | $14,089 |
PAN/GANNETTE WELSH4+ years Service code 27 · EIN 80-0250512 | Advisory (Plan) | $12,506 |
AIG4+ years Service code 22 · EIN 66-0319193 | Insurance Broker | $12,230 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Filed as: PRINCIPAL Service code 27 · EIN 42-1520346 | Advisory (Plan) | $5,322 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $18,026,966-100.0% | $110,792-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 1.8%-1.8pp | 58.3%-58.3pp | 1.8%-1.8pp |
| Annual return | -7.86% | 0.19%-8.0pp | -0.33%-7.5pp | 0.19%-8.0pp |
| Employer contribution / active EE | $5,030 | $13,763-63.5% | $25,782-80.5% | $13,763-63.5% |
| Participant deferral / active EE | $0 | $804-100.0% | $928-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $1,824-100.0% | $426-100.0% |