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| Provider | Service type | Compensation |
|---|---|---|
INSURANCE PROGRAMMERS, INC.1+ years Filed as: INSURANCE PROGRAMMERS Service code 12 · EIN 06-0811449 | Claims processing | $44,470 |
THE SAVITZ ORGANIZATION1+ years Filed as: THE SAVITZ ORG Service code 11 ATTN SHORE MEDICAL CENTER · PHILADELPHIA, PA 19103 | Actuarial | $36,500 |
UBS FINANCIAL SERVICES INC1+ years Service code 20 · EIN 13-2638166 | Trustee (individual) | $29,936 |
NICHOLAS LAPIER CPA PC1+ years Service code 10 · EIN 32-0048525 | Accounting | $11,194 |
KARKOW & SOURIS LLC1+ years Service code 22 · EIN 13-3689044 | Insurance Broker | $9,348 |
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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 | $35,636-100.0% | $209,859-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 1.8%-1.8pp |
| Annual return | -0.81% | 3.49%-4.3pp | 4.16%-5.0pp | 7.18%-8.0pp |
| Employer contribution / active EE | $6,991 | $11,083-36.9% | $29,966-76.7% | $13,095-46.6% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $13,952-100.0% | $362-100.0% |