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| Provider | Service type | Compensation |
|---|---|---|
BPAS1 year Service code 27 · EIN 16-1503696 3401 MASONS MILL ROAD, SUITE 601 · HUNTINGDON VALLEY, PA 19006 | Advisory (Plan) | $31,339 |
HARBRIDGE CONSULTING GROUP, LLC2+ years Filed as: HARBRIDGE CONSULTING GROUP LLC Service code 11 · EIN 23-2745184 ONE LINCOLN CENTER · SYRACUSE, NY 13202 | Actuarial | $19,000 |
Filed as: VALLEY FORGE BENEFIT ADMINISTRATORS Service code 13 · EIN 20-0901017 400 FRANKLIN AVENUE · PHOENIXVILLE, PA 19460 | Contract Administrator | $18,000 |
JENNINGS SIGMOND P.C.2+ years Filed as: JENNINGS SIGMOND, PC Service code 29 · EIN 23-2025670 1835 MARKET STREET · PHILADELPHIA, PA 19103 | Legal | $7,900 |
ALAN ROSS & COMPANY, PC1 year Service code 10 · EIN 20-5367494 10 HEARTHSTONE COURT SUITE 100 · READING, PA 19606 | Accounting | $5,750 |
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Employer 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 | $0 | $223,143-100.0% | $209,859-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 54.7%-54.7pp | 42.7%-42.7pp | 45.6%-45.6pp |
| Annual return | 5.85% | 4.44%+1.4pp | 4.16%+1.7pp | 4.16%+1.7pp |
| Employer contribution / active EE | $900 | $38,002-97.6% | $29,966-97.0% | $42,918-97.9% |
| Participant deferral / active EE | $0 | $147-100.0% | $145-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $15,395-100.0% | $13,952-100.0% | $21,465-100.0% |