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 |
|---|---|---|
REYNOLDS CONSULTING SERVICES2+ years Filed as: THOMAS P. REYNOLDS Service code 27 · EIN 11-2558102 | Advisory (Plan) | $40,000 |
KARLEEN O NEILL2+ years Service code 30 · EIN 22-2586287 | Employee (plan) | $34,492 |
MANFRE CPA P.C.2+ years Service code 10 · EIN 61-1632657 | Accounting | $31,710 |
VIRGINIA & AMBINDER, LLP2+ years Filed as: VIRGINIA OLSEN Service code 30 · EIN 22-2586287 | Employee (plan) | $24,497 |
STEFANIA GENTILE2+ years Service code 30 · EIN 22-2586287 | Employee (plan) | $21,431 |
Service code 29 · EIN 23-2657967 325 CHESTNUT STREET SUITE 200 · PHILADELPHIA, PA 19106 | Legal | $6,340 |
Filed as: PRUDENTIAL RETIREMENT INS & ANN CO. Service code 49 · EIN 06-1050034 | Other Services | $3,178 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $96,850 | $71,802+34.9% | $133,975-27.7% | $57,658+68.0% |
| Participation rate | 100.0% | 85.5%+14.5pp | 87.1%+12.9pp | 70.2%+29.8pp |
| Annual return | 4.33% | 13.51%-9.2pp | 29.29%-25.0pp | 5.13%-0.8pp |
| Employer contribution / active EE | $11,005 | $3,161+248.1% | $5,211+111.2% | $1,974+457.6% |
| Participant deferral / active EE | $0 | $4,606-100.0% | $6,282-100.0% | $3,061-100.0% |
| Admin fee / account holder | $505 | $88+476.0% | $9,324-94.6% | $95+434.2% |