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 |
|---|---|---|
Filed as: BENEFIT PLANS ADMINISTRATIVE SERV Service code 27 · EIN 16-1503696 3501 MASONS MILL ROAD, SUITE 505 · HUNTINGDON VALLEY, PA 19006 | Advisory (Plan) | $176,611 |
FABIAN & BYRN LLC1 year Filed as: FABIAN & BYRNE, LLC Service code 13 · EIN 25-1914887 400 FRANKLIN AVENUE, SUITE 135 · PHOENIXVILLE, PA 19460 | Contract Administrator | $35,087 |
WILLIG, WILLIAMS & DAVIDSON3+ years Service code 29 · EIN 23-2416488 1845 WALNUT STREET, 24TH FLOOR · PHILADELPHIA, PA 19103 | Legal | $21,578 |
ALAN ROSS & COMPANY, PC3+ 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 | $26,459 | $60,545-56.3% | $92,240-71.3% | $69,631-62.0% |
| Participation rate | 92.4% | 72.2%+20.2pp | 76.5%+15.9pp | 70.7%+21.7pp |
| Annual return | 15.61% | 19.71%-4.1pp | 176.29%-160.7pp | 27571.02%-27555.4pp |
| Employer contribution / active EE | $4,945 | $2,633+87.8% | $3,680+34.4% | $2,032+143.3% |
| Participant deferral / active EE | $0 | $2,828-100.0% | $3,897-100.0% | $3,224-100.0% |
| Admin fee / account holder | $259 | $145+78.7% | $5,194-95.0% | $110+134.2% |