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| Provider | Service type | Compensation |
|---|---|---|
PRIAC4+ years Service code 13 · EIN 06-1050034 2101 WELSH RD · DRESHER, PA 19025 | Contract Administrator | $19,668 |
ROTH AND ROTH4+ years Service code 11 · EIN 23-2189255 676 GEIGEL HILL RD · OTTSVILLE, PA 18942 | Actuarial | $10,250 |
ONEILL CONSULTING CORP4+ years Service code 14 · EIN 23-1719817 407 DEVON PARK DR · WAYNE, PA 19087 | Plan Administrator | $9,550 |
Filed as: GLOBAL PORTFOLIO STRATEGIES INC Service code 13 · EIN 06-1055669 2101 WELSH RD · DRESHER, PA 19025 | Contract Administrator | $7,989 |
SPEAR WILDERMAN4+ years Service code 29 2303 BROAD ST · PHILADELPHIA, PA 19102 | Legal | $7,112 |
Filed as: ANTHONY PONTARELLI CPA LLC Service code 10 · EIN 32-0048632 1037 MILLCREEK RD · FEASTERVILLE, PA 19053 | Accounting | $7,000 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $28,349-100.0% | $245,396-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 40.0%-40.0pp | 43.0%-43.0pp | 14.6%-14.6pp |
| Annual return | -7.44% | -2.92%-4.5pp | -752.26%+744.8pp | 10.56%-18.0pp |
| Employer contribution / active EE | $2,755 | $9,485-71.0% | $31,802-91.3% | $13,643-79.8% |
| Participant deferral / active EE | $0 | $0 | $47-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $297-100.0% | $1,223-100.0% | $3,354-100.0% |