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| Provider | Service type | Compensation |
|---|---|---|
MICHELE FOY4+ years Service code 30 · EIN 15-6262860 | Employee (plan) | $105,778 |
ANITA SAKOWSKI2 years Service code 30 · EIN 15-6262860 | Employee (plan) | $98,546 |
EMILIA MATTSON2 years Service code 30 · EIN 15-6262860 | Employee (plan) | $98,546 |
BENEFIT PLAN ADMINISTRATORS2 years Filed as: BENEFIT PLAN ADMINISTRATORS, INC. Service code 17 · EIN 16-1503696 | Pension Consulting | $78,653 |
FISCHER DORWART, P.C.4+ years Service code 10 · EIN 23-2247478 | Accounting | $25,677 |
GUY BISCARDI1 year Service code 16 3176 CAPRI DRIVE · PHILADELPHIA, PA 19145 | Consulting | $17,500 |
CLEARY, JOSEM & TRIGIANI LLP3 years Filed as: CLEARY, JOSEM & TRIGIANI, LLP Service code 29 325 CHESTNUT STREET · PHILADELPHIA, PA 19106 | Legal | $13,313 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,945 | $95,776-54.1% | $162,177-72.9% | $77,775-43.5% |
| Participation rate | 100.0% | 88.6%+11.4pp | 87.6%+12.4pp | 73.2%+26.8pp |
| Annual return | 4.95% | 37.03%-32.1pp | 115.60%-110.7pp | 32.58%-27.6pp |
| Employer contribution / active EE | $2,208 | $3,874-43.0% | $5,613-60.7% | $2,504-11.8% |
| Participant deferral / active EE | $0 | $6,125-100.0% | $7,297-100.0% | $3,966-100.0% |
| Admin fee / account holder | $243 | $88+176.7% | $10,843-97.8% | $100+142.5% |