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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) | $175,708 |
FABIAN & BYRN LLC2 years 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 & DAVIDSON4+ years Service code 29 · EIN 23-2416488 1845 WALNUT STREET, 24TH FLOOR · PHILADELPHIA, PA 19103 | Legal | $32,092 |
ALAN ROSS & COMPANY, PC4+ 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 | $25,149 | $56,443-55.4% | $83,830-70.0% | $55,725-54.9% |
| Participation rate | 100.0% | 72.0%+28.0pp | 76.1%+23.9pp | 70.9%+29.1pp |
| Annual return | -5.88% | 393.67%-399.5pp | 850.97%-856.9pp | 244.93%-250.8pp |
| Employer contribution / active EE | $5,240 | $2,682+95.4% | $3,631+44.3% | $2,078+152.1% |
| Participant deferral / active EE | $0 | $2,965-100.0% | $4,082-100.0% | $3,356-100.0% |
| Admin fee / account holder | $246 | $156+57.5% | $5,479-95.5% | $115+113.7% |