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| Provider | Service type | Compensation |
|---|---|---|
BENEFITS PLANNERS & ASSOCIATES10+ years Service code 13 · EIN 25-1260770 1910 COCHRAN ROAD SUITE 605 · PITTSBURGH, PA 15220 | Contract Administrator | $69,833 |
Filed as: PRINCIPAL CUSTODY SOLUTIONS Service code 19 · EIN 56-1354495 510 N VALLEY MILLS DR, STE 400 · WACO, TX 767106075 | Securities Custodian | $41,253 |
O'DONOGHUE & O'DONOGHUE5 years Filed as: ODONOGHUE & ODONOGHUE Service code 29 · EIN 53-0120528 325 CHESTNUT STREET, SUITE 315 · PHILADELPHIA, PA 19106 | Legal | $33,763 |
Filed as: CBIZ Service code 11 · EIN 23-1700844 1845 WALNUT STREET · PHILADELPHIA, PA 191034755 | Actuarial | $28,172 |
ALAN ROSS & COMPANY, PC10+ years Filed as: ALAN ROSS & COMPANY PC Service code 10 · EIN 20-5367494 10 HEARTHSTONE COURT, SUITE 100 · READING, PA 19606 | Accounting | $11,750 |
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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 | $0 | $141,811-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 15.2%-15.2pp | 0.0%0pp |
| Annual return | 9.18% | 8.65%+0.5pp | 9.03%+0.1pp | 10.20%-1.0pp |
| Employer contribution / active EE | $5,949 | $14,388-58.7% | $26,284-77.4% | $15,145-60.7% |
| Participant deferral / active EE | $0 | $2,028-100.0% | $1-100.0% | $2,028-100.0% |
| Admin fee / account holder | $0 | $0 | $940-100.0% | - |