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| Provider | Service type | Compensation |
|---|---|---|
SPEAR WILDERMAN1+ years Service code 29 · EIN 23-2331913 | Legal | $34,670 |
PFM ADVISORS1+ years Service code 28 · EIN 23-2704495 | Investment Management | $27,895 |
O'NEILL CONSULTING CORPORATION1+ years Filed as: O NEIL CONSULTING CORPORATION Service code 12 · EIN 23-1719817 | Custodial (securities); Claims proces... | $14,210 |
Service code 10 · EIN 23-2673549 | Accounting | $7,300 |
NOVAK FRANCELLA LLC1+ years Filed as: NOVAK FRANCELLA Service code 10 1 PRESIDENTIAL BLVD · BALA CYNWYD, PA 19004 | Accounting | $1,282 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $1,890 | $86,791-97.8% | $115,038-98.4% | $59,188-96.8% |
| Participation rate | 100.0% | 72.8%+27.2pp | 81.4%+18.6pp | 69.4%+30.6pp |
| Annual return | -0.59% | 4.44%-5.0pp | 26.14%-26.7pp | 5.51%-6.1pp |
| Employer contribution / active EE | $41 | $2,950-98.6% | $4,608-99.1% | $2,098-98.0% |
| Participant deferral / active EE | $0 | $5,298-100.0% | $6,026-100.0% | $3,265-100.0% |
| Admin fee / account holder | $26 | $95-73.0% | $8,175-99.7% | $92-72.2% |