Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MICHELE FOY5+ years Service code 30 · EIN 15-6262860 | Employee (plan) | $107,704 |
ANITA SAKOWSKI3 years Service code 30 · EIN 15-6262860 | Employee (plan) | $100,389 |
EMILIA MATTSON3 years Service code 30 · EIN 15-6262860 | Employee (plan) | $100,389 |
BENEFIT PLAN ADMINISTRATORS3 years Filed as: BENEFIT PLAN ADMINISTRATORS, INC. Service code 17 · EIN 16-1503696 | Pension Consulting | $63,589 |
FISCHER DORWART, P.C.5+ years Service code 10 · EIN 23-2247478 | Accounting | $18,800 |
GUY BISCARDI2 years Service code 16 3176 CAPRI DRIVE · PHILADELPHIA, PA 19145 | Consulting | $17,320 |
CLEARY, JOSEM & TRIGIANI LLP4 years Filed as: CLEARY, JOSEM & TRIGIANI, LLP Service code 29 325 CHESTNUT STREET · PHILADELPHIA, PA 19106 | Legal | $13,289 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,917 | $110,699-60.3% | $177,848-75.3% | $90,274-51.4% |
| Participation rate | 100.0% | 88.3%+11.7pp | 87.7%+12.3pp | 73.4%+26.6pp |
| Annual return | 1.07% | 22.79%-21.7pp | 48.33%-47.3pp | 53.97%-52.9pp |
| Employer contribution / active EE | $2,176 | $4,118-47.2% | $5,919-63.2% | $2,523-13.8% |
| Participant deferral / active EE | $0 | $6,731-100.0% | $7,714-100.0% | $4,231-100.0% |
| Admin fee / account holder | $244 | $90+171.4% | $12,431-98.0% | $114+114.2% |