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| Provider | Service type | Compensation |
|---|---|---|
BPAS2 years Service code 27 · EIN 16-1503696 3401 MASONS MILL ROAD, SUITE 601 · HUNTINGDON VALLEY, PA 19006 | Advisory (Plan) | $31,991 |
FABIAN & BYRN LLC1 year Service code 13 400 FRANKLIN AVENUE · PHOENIXVILLE, PA 19460 | Contract Administrator | $18,000 |
BPAS1 year Filed as: BPAS ACTUARIAL & PENSION SERVICES Service code 11 706 N CLINTON STREET · SYRACUSE, NY 13204 | Actuarial | $15,500 |
JENNINGS SIGMOND P.C.3+ years Filed as: JENNINGS SIGMOND, PC Service code 29 · EIN 23-2025670 1835 MARKET STREET · PHILADELPHIA, PA 19103 | Legal | $5,901 |
ALAN ROSS & COMPANY, PC2 years 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 | $198,945-100.0% | $184,886-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 57.2%-57.2pp | 47.1%-47.1pp | 45.9%-45.9pp |
| Annual return | 12.32% | 7.15%+5.2pp | 8.32%+4.0pp | 10.21%+2.1pp |
| Employer contribution / active EE | $900 | $38,756-97.7% | $30,793-97.1% | $42,272-97.9% |
| Participant deferral / active EE | $0 | $84-100.0% | $90-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $3,060-100.0% | $2,802-100.0% | $13,518-100.0% |