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| Provider | Service type | Compensation |
|---|---|---|
MICHELE FOY9+ years Service code 30 · EIN 22-2563067 | Employee (plan) | $120,053 |
EMILIA MATTSON7 years Service code 30 · EIN 22-2563067 | Employee (plan) | $112,044 |
ANITA SAKOWSKI7 years Service code 30 · EIN 22-2563067 | Employee (plan) | $91,284 |
BENEFIT PLAN ADMINISTRATORS7 years Filed as: BENEFIT PLAN ADMINISTRATORS, INC. Service code 17 · EIN 16-1503696 | Pension Consulting | $74,095 |
CLEARY, JOSEM & TRIGIANI LLP8 years Filed as: CLEARY, JOSEM & TRIGIANI, LLP Service code 29 325 CHESTNUT STREET · PHILADELPHIA, PA 19106 | Legal | $18,301 |
GUY BISCARDI6 years Service code 16 3176 CAPRI DRIVE · PHILADELPHIA, PA 19145 | Consulting | $16,431 |
FISCHER DORWART, P.C.9+ years Service code 10 · EIN 23-2247478 | Accounting | $16,000 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,801 | $122,693-65.1% | $184,203-76.8% | $199,593-78.6% |
| Participation rate | 100.0% | 86.8%+13.2pp | 86.8%+13.2pp | 72.0%+28.0pp |
| Annual return | 9.14% | 143.91%-134.8pp | 28.81%-19.7pp | 34.25%-25.1pp |
| Employer contribution / active EE | $3,451 | $4,584-24.7% | $6,427-46.3% | $3,034+13.8% |
| Participant deferral / active EE | $0 | $7,990-100.0% | $9,131-100.0% | $5,087-100.0% |
| Admin fee / account holder | $253 | $121+109.6% | $13,901-98.2% | $269-6.0% |