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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) | $216,341 |
Service code 13 · EIN 20-4056745 2500 MC CLELLAN AVE, SUITE 140 · PENNSAUKEN TOWNSHIP, NJ 08109 | Contract Administrator | $51,257 |
WILLIG, WILLIAMS & DAVIDSON6+ years Service code 29 · EIN 23-2416488 1845 WALNUT STREET, 24TH FLOOR · PHILADELPHIA, PA 19103 | Legal | $15,509 |
ALAN ROSS & COMPANY, PC6+ years Filed as: ALAN ROSS & COMPANY PC Service code 50 · EIN 20-5367494 200 SPRING RIDGE DRIVE, SUITE 102 · WYOMISSING, PA 19610 | Direct Payment | $10,000 |
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 | $28,221 | $91,517-69.2% | $101,271-72.1% | $73,412-61.6% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.8%+24.2pp | 72.2%+27.8pp |
| Annual return | 13.91% | 17.17%-3.3pp | 46.48%-32.6pp | 59.30%-45.4pp |
| Employer contribution / active EE | $5,662 | $2,877+96.8% | $3,660+54.7% | $2,234+153.5% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,371-100.0% | $3,806-100.0% |
| Admin fee / account holder | $219 | $216+1.6% | $5,948-96.3% | $158+38.9% |