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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) | $125,516 |
Service code 13 · EIN 20-4056745 2500 MC CLELLAN AVE, SUITE 140 · PENNSAUKEN TOWNSHIP, NJ 08109 | Contract Administrator | $51,039 |
Filed as: JOHN HANCOCK TRUST COMPANY LLC Service code 19 · EIN 10-2333346 690 CANTON ST · WESTWOOD, MA 02090 | Securities Custodian | $33,357 |
WILLIG, WILLIAMS & DAVIDSON8+ years Service code 29 · EIN 23-2416488 1845 WALNUT STREET, 24TH FLOOR · PHILADELPHIA, PA 19103 | Legal | $20,640 |
ALAN ROSS & COMPANY, PC8+ years Filed as: ALAN ROSS & COMPANY PC Service code 50 · EIN 20-5367494 200 SPRING RIDGE DRIVE, SUITE 102 · WYOMISSING, PA 19610 | Direct Payment | $10,500 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,791 | $106,236-72.9% | $112,249-74.4% | $64,819-55.6% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.1%+24.9pp | 71.5%+28.5pp |
| Annual return | -16.12% | -6.02%-10.1pp | 27.48%-43.6pp | 32.84%-49.0pp |
| Employer contribution / active EE | $8,036 | $3,166+153.8% | $3,636+121.0% | $2,507+220.6% |
| Participant deferral / active EE | $0 | $3,785-100.0% | $4,729-100.0% | $4,311-100.0% |
| Admin fee / account holder | $185 | $452-59.1% | $6,412-97.1% | $188-1.7% |