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| Provider | Service type | Compensation |
|---|---|---|
PRIAC2+ years Service code 13 · EIN 06-1050034 2101 WELSH RD · DRESHER, PA 19025 | Contract Administrator | $18,104 |
ROTH AND ROTH2+ years Service code 11 · EIN 23-2189255 676 GEIGEL HILL RD · OTTSVILLE, PA 18942 | Actuarial | $10,750 |
ONEILL CONSULTING CORP2+ years Service code 14 · EIN 23-1719817 407 DEVON PARK DR · WAYNE, PA 19087 | Plan Administrator | $7,800 |
Filed as: GLOBAL PORTFOLIO STRATEGIES INC Service code 13 · EIN 06-1055669 2101 WELSH RD · DRESHER, PA 19025 | Contract Administrator | $7,656 |
SPEAR WILDERMAN2+ years Service code 29 2303 BROAD ST · PHILADELPHIA, PA 19102 | Legal | $7,000 |
ANTHONY M PONTARELLI CPA LLC2+ years Service code 10 · EIN 32-0048632 1037 MILLCREEK DR · FESTERVILLE, PA 19053 | Accounting | $6,000 |
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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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $56,894-100.0% | $84,753-100.0% | $62,881-100.0% |
| Participation rate | 0.0% | 68.5%-68.5pp | 76.6%-76.6pp | 69.3%-69.3pp |
| Annual return | 3.94% | 6.30%-2.4pp | 22.78%-18.8pp | 20.14%-16.2pp |
| Employer contribution / active EE | $2,395 | $2,400-0.2% | $3,574-33.0% | $2,281+5.0% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $0 | $3,581-100.0% | $5,333-100.0% | $4,296-100.0% |