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| Provider | Service type | Compensation |
|---|---|---|
HOLROYD GELMAN, P.C.1 year Filed as: HOLROYD GELMAN PC Service code 29 2005 MARKET STREET · PHILADELPHIA, PA 19103 | Legal | $27,786 |
BPAS7 years Filed as: BPAS ACTUARIAL & PENSION SERVICES Service code 11 706 N CLINTON STREET · SYRACUSE, NY 13204 | Actuarial | $22,780 |
BPAS8 years Service code 27 · EIN 16-1503696 3401 MASONS MILL ROAD, SUITE 601 · HUNTINGDON VALLEY, PA 19006 | Advisory (Plan) | $19,350 |
FABIAN & BYRN LLC7 years Service code 13 425 EAGLE ROCK AVENUE · ROSELAND, NJ 07068 | Contract Administrator | $18,000 |
ALAN ROSS & COMPANY, PC8 years Service code 10 · EIN 20-5367494 10 HEARTHSTONE COURT SUITE 100 · READING, PA 19606 | Accounting | $6,500 |
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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 | $162,803-100.0% | $473,625-100.0% | $287,034-100.0% |
| Participation rate | 0.0% | 73.7%-73.7pp | 37.3%-37.3pp | 55.9%-55.9pp |
| Annual return | 9.85% | 17.22%-7.4pp | 20.18%-10.3pp | 24.44%-14.6pp |
| Employer contribution / active EE | $0 | $35,410-100.0% | $29,108-100.0% | $41,344-100.0% |
| Participant deferral / active EE | $0 | $6-100.0% | $6-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $1,223-100.0% | $2,262-100.0% | $22,013-100.0% |