Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
JENNINGS SIGMOND P.C.5+ years Filed as: JENNINGS SIGMOND, PC Service code 29 · EIN 23-2025670 1835 MARKET STREET · PHILADELPHIA, PA 19103 | Legal | $37,123 |
BPAS4 years Service code 27 · EIN 16-1503696 3401 MASONS MILL ROAD, SUITE 601 · HUNTINGDON VALLEY, PA 19006 | Advisory (Plan) | $30,325 |
FABIAN & BYRN LLC3 years Service code 13 400 FRANKLIN AVENUE · PHOENIXVILLE, PA 19460 | Contract Administrator | $18,000 |
BPAS3 years Filed as: BPAS ACTUARIAL & PENSION SERVICES Service code 11 706 N CLINTON STREET · SYRACUSE, NY 13204 | Actuarial | $17,275 |
ALAN ROSS & COMPANY, PC4 years Service code 10 · EIN 20-5367494 10 HEARTHSTONE COURT SUITE 100 · READING, PA 19606 | Accounting | $5,750 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $162,281-100.0% | $362,723-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 49.4%-49.4pp | 38.2%-38.2pp | 47.4%-47.4pp |
| Annual return | 17.77% | 10.22%+7.6pp | 10.56%+7.2pp | 12.16%+5.6pp |
| Employer contribution / active EE | $900 | $37,390-97.6% | $30,197-97.0% | $44,747-98.0% |
| Participant deferral / active EE | $0 | $37-100.0% | $33-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $1,182-100.0% | $2,168-100.0% | $17,640-100.0% |