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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) | $191,717 |
FABIAN & BYRN LLC3 years Filed as: FABIAN & BYRNE, LLC Service code 13 · EIN 25-1914887 400 FRANKLIN AVENUE, SUITE 135 · PHOENIXVILLE, PA 19460 | Contract Administrator | $26,315 |
WILLIG, WILLIAMS & DAVIDSON5+ years Service code 29 · EIN 23-2416488 1845 WALNUT STREET, 24TH FLOOR · PHILADELPHIA, PA 19103 | Legal | $19,706 |
Service code 13 · EIN 20-4056745 2500 MC CLELLAN AVE, SUITE 140 · PENNSAUKEN TOWNSHIP, NJ 08109 | Contract Administrator | $12,572 |
ALAN ROSS & COMPANY, PC5+ years Filed as: ALAN ROSS & COMPANY PC Service code 10 · EIN 20-5367494 200 SPRING RIDGE DRIVE, SUITE 102 · WYOMISSING, PA 19610 | Accounting | $10,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,996 | $66,601-56.5% | $92,909-68.8% | $67,579-57.1% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 71.3%+28.7pp |
| Annual return | 19.73% | 92.58%-72.9pp | 109.44%-89.7pp | 378.56%-358.8pp |
| Employer contribution / active EE | $5,239 | $2,775+88.8% | $3,653+43.4% | $2,148+143.9% |
| Participant deferral / active EE | $115 | $3,157-96.4% | $4,238-97.3% | $3,539-96.8% |
| Admin fee / account holder | $251 | $199+26.3% | $5,795-95.7% | $142+76.6% |