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| Provider | Service type | Compensation |
|---|---|---|
BPAS3 years Service code 27 · EIN 16-1503696 3401 MASONS MILL ROAD, SUITE 601 · HUNTINGDON VALLEY, PA 19006 | Advisory (Plan) | $31,562 |
JENNINGS SIGMOND P.C.4+ years Filed as: JENNINGS SIGMOND, PC Service code 29 · EIN 23-2025670 1835 MARKET STREET · PHILADELPHIA, PA 19103 | Legal | $25,212 |
BPAS2 years Filed as: BPAS ACTUARIAL & PENSION SERVICES Service code 11 706 N CLINTON STREET · SYRACUSE, NY 13204 | Actuarial | $20,700 |
FABIAN & BYRN LLC2 years Service code 13 400 FRANKLIN AVENUE · PHOENIXVILLE, PA 19460 | Contract Administrator | $18,000 |
ALAN ROSS & COMPANY, PC3 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.
Annual investment return 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 | $267,312-100.0% | $245,396-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 51.5%-51.5pp | 43.0%-43.0pp | 46.4%-46.4pp |
| Annual return | -8.19% | -1035.07%+1026.9pp | -752.26%+744.1pp | -82.67%+74.5pp |
| Employer contribution / active EE | $900 | $39,756-97.7% | $31,802-97.2% | $43,771-97.9% |
| Participant deferral / active EE | $0 | $35-100.0% | $47-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $1,364-100.0% | $1,223-100.0% | $11,204-100.0% |