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| Provider | Service type | Compensation |
|---|---|---|
PRIAC3+ years Service code 13 · EIN 06-1050034 2101 WELSH RD · DRESHER, PA 19025 | Contract Administrator | $18,978 |
SPEAR WILDERMAN3+ years Service code 29 2303 BROAD ST · PHILADELPHIA, PA 19102 | Legal | $12,674 |
ROTH AND ROTH1 year Filed as: ROTH AND ROTH INC Service code 11 · EIN 23-2189255 676 GEIGEL HILL RD · OTTSVILLE, PA 18942 | Actuarial | $11,500 |
ONEILL CONSULTING CORP3+ years Service code 14 · EIN 23-1719817 407 DEVON PARK DR · WAYNE, PA 19087 | Plan Administrator | $7,800 |
Filed as: GLOBAL PORTFOLIO STRATGIES INC Service code 13 · EIN 06-1055669 2101 WELSH RD · DRESHER, PA 19025 | Contract Administrator | $7,712 |
ANTHONY M PONTARELLI CPA LLC3+ years Service code 10 · EIN 32-0048632 1037 MILLCREEK DR · FEASTERVILLE, 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 | $63,346-100.0% | $92,240-100.0% | $70,126-100.0% |
| Participation rate | 0.0% | 68.7%-68.7pp | 76.5%-76.5pp | 69.5%-69.5pp |
| Annual return | 11.15% | 530.19%-519.0pp | 176.29%-165.1pp | 73.15%-62.0pp |
| Employer contribution / active EE | $2,877 | $2,471+16.4% | $3,680-21.8% | $2,343+22.8% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $0 | $3,841-100.0% | $5,194-100.0% | $4,645-100.0% |