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| Provider | Service type | Compensation |
|---|---|---|
WELLINGTON TRUST COMPANY1+ years Filed as: WELLINGTON TRUST Service code 27 · EIN 04-2755549 | Advisory (Plan) | $57,095 |
PHILADELPHIA TRUST COMPANY1+ years Filed as: THE PHILADELPHIA TRUST COMPANY Service code 28 1760 MARKET STREET 2ND FLOOR · PHILADELPHIA, PA 19103 | Investment Management | $48,543 |
INVESTMENT PERFORMANCE SERVICES1+ years Service code 17 · EIN 58-1645832 | Pension Consulting | $45,000 |
WEDGE CAPITAL MANAGEMENT1+ years Filed as: WEDGE CAPITAL MANAGEMENT LLP Service code 28 301 SOUTH COLLEGE STREET, STE 2920 · CHARLOTTE, NC 282026002 | Investment Management | $44,863 |
INDEPENDENT FINANCIAL PARTNERS1+ years Filed as: CHARTWELL INVESTMENT PARTNERS, LP Service code 51 · EIN 23-2891243 | Investment Mgmt Fees | $32,530 |
BENESYS, INC.1+ years Filed as: BENESYS ADMINSTRATORS Service code 13 · EIN 38-2383171 | Contract Administrator | $31,290 |
LOOMIS SAYLES1+ years Service code 28 · EIN 04-1554250 | Investment Management | $29,641 |
BOYD WATTERSON ASSET MANAGEMENT1+ years Filed as: BOYD WATTERSON Service code 28 1801 EAST 9TH STREET, SUITE 1400 · CLEVELAND, OH 44114 | Investment Management | $23,951 |
KRAW LAW GROUP1+ years Filed as: KRAW & KRAW Service code 29 · EIN 77-0171216 | Legal | $19,738 |
HEMMING MORSE1+ years Filed as: HEMMING MORSE LLP Service code 10 · EIN 30-0702322 | Accounting | $17,728 |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,567 | $71,802-68.6% | $133,975-83.2% | $57,661-60.9% |
| Participation rate | 100.0% | 85.5%+14.5pp | 87.1%+12.9pp | 70.2%+29.8pp |
| Annual return | 0.66% | 13.51%-12.8pp | 29.29%-28.6pp | 5.13%-4.5pp |
| Employer contribution / active EE | $3,898 | $3,161+23.3% | $5,211-25.2% | $1,974+97.5% |
| Participant deferral / active EE | $0 | $4,606-100.0% | $6,282-100.0% | $3,061-100.0% |
| Admin fee / account holder | $191 | $88+117.7% | $9,324-98.0% | $95+101.9% |