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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFIT PLANS ADMINISTRATIVE SERV Service code 27 · EIN 16-1503696 3501 MASONS MILL ROAD, SUITE 505 · HUNTINGDON VALLEY, PA 19006 | Advisory (Plan) | $158,265 |
Filed as: VALLEY FORGE BENEFIT ADMINISTRATORS Service code 13 · EIN 20-0901017 400 FRANKLIN AVENUE, SUITE 135 · PHOENIXVILLE, PA 19460 | Contract Administrator | $35,087 |
WILLIG, WILLIAMS & DAVIDSON2+ years Service code 29 · EIN 23-2416488 1845 WALNUT STREET, 24TH FLOOR · PHILADELPHIA, PA 19103 | Legal | $26,333 |
ALAN ROSS & COMPANY, PC2+ years Filed as: ALAN ROSS & COMPANY PC Service code 10 · EIN 20-5367494 200 SPRING RIDGE DRIVE, SUITE 102 · WYOMISSING, PA 19610 | Accounting | $9,750 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,265 | $57,921-63.3% | $84,753-74.9% | $57,658-63.1% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 70.2%+29.8pp |
| Annual return | 6.72% | 10.24%-3.5pp | 22.78%-16.1pp | 5.13%+1.6pp |
| Employer contribution / active EE | $5,329 | $2,598+105.1% | $3,574+49.1% | $1,974+170.0% |
| Participant deferral / active EE | $0 | $2,742-100.0% | $3,712-100.0% | $3,061-100.0% |
| Admin fee / account holder | $232 | $130+78.6% | $5,333-95.7% | $95+145.1% |