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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 20-4056745 2500 MC CLELLAN AVE, SUITE 140 · PENNSAUKEN TOWNSHIP, NJ 08109 | Contract Administrator | $53,456 |
Filed as: JOHN HANCOCK TRUST COMPANY LLC Service code 19 · EIN 10-2333346 690 CANTON ST · WESTWOOD, MA 02090 | Securities Custodian | $48,320 |
RBC WEALTH MANAGEMENT2 years Service code 27 · EIN 41-1416330 181 WASHINGTON ST, STE 500 · CONSHOHOCKEN, PA 19428 | Advisory (Plan) | $30,000 |
WILLIG, WILLIAMS & DAVIDSON10+ years Service code 29 · EIN 23-2416488 1845 WALNUT STREET, 24TH FLOOR · PHILADELPHIA, PA 19103 | Legal | $18,081 |
ALAN ROSS & COMPANY, PC10+ years Filed as: ALAN ROSS & COMPANY PC Service code 10 · EIN 20-5367494 200 SPRING RIDGE DRIVE, SUITE 102 · WYOMISSING, PA 19610 | Accounting | $11,500 |
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 | $37,635 | $83,023-54.7% | $102,437-63.3% | $77,762-51.6% |
| Participation rate | 100.0% | 71.5%+28.5pp | 74.5%+25.5pp | 70.6%+29.4pp |
| Annual return | 8.71% | 19.12%-10.4pp | 24.95%-16.2pp | 31.27%-22.6pp |
| Employer contribution / active EE | $10,212 | $3,552+187.5% | $3,871+163.8% | $2,728+274.3% |
| Participant deferral / active EE | $0 | $4,110-100.0% | $5,060-100.0% | $4,651-100.0% |
| Admin fee / account holder | $131 | $639-79.5% | $8,388-98.4% | $433-69.7% |