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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFIT PLAN ADMINISTRATORS, INC. Service code 17 · EIN 16-1503696 | Pension Consulting | $219,163 |
MICHELE FOY3+ years Service code 30 · EIN 15-6262860 | Employee (plan) | $99,570 |
ANITA SAKOWSKI1 year Service code 30 · EIN 15-6262860 | Employee (plan) | $44,680 |
EMILIA MATTSON1 year Service code 30 · EIN 15-6262860 | Employee (plan) | $44,680 |
BENESYS, INC.1 year Filed as: INNOVATIVE SOFTWARE SOLUTIONS, INC. Service code 16 · EIN 23-2182079 | Consulting | $25,481 |
CLEARY, JOSEM & TRIGIANI LLP2 years Filed as: CLEARY, JOSEM & TRIGIANI, LLP Service code 29 325 CHESTNUT STREET · PHILADELPHIA, PA 19106 | Legal | $19,160 |
FISCHER DORWART, P.C.3+ years Service code 10 · EIN 23-2247478 | Accounting | $12,300 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,090 | $82,546-52.6% | $140,019-72.1% | $75,289-48.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 72.4%+27.6pp |
| Annual return | 248.04% | -0.36%+248.4pp | 651.17%-403.1pp | -0.04%+248.1pp |
| Employer contribution / active EE | $2,020 | $3,856-47.6% | $5,605-64.0% | $2,405-16.0% |
| Participant deferral / active EE | $0 | $5,731-100.0% | $6,927-100.0% | $3,739-100.0% |
| Admin fee / account holder | $212 | $86+146.9% | $10,705-98.0% | $102+107.0% |