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| Provider | Service type | Compensation |
|---|---|---|
PRIAC6+ years Service code 15 · EIN 06-1050034 | Recordkeeping | $19,154 |
ROTH AND ROTH4 years Filed as: ROTH AND ROTH INC Service code 11 676 GEIGEL HILL RD · OTTSVILLE, PA 18942 | Actuarial | $15,750 |
ONEILL CONSULTING CORP6+ years Service code 13 485 DEVON PARK DR · WAYNE, PA 19087 | Contract Administrator | $10,800 |
Filed as: GLOBAL PORTFOLIO STRATEGIES Service code 15 · EIN 06-1055669 | Recordkeeping | $8,025 |
ANTHONY M PONTARELLI CPA LLC6+ years Service code 10 · EIN 32-0048632 626 S STATE ST · NEWTOWN, PA 18940 | Accounting | $7,000 |
SPEAR WILDERMAN1 year Filed as: SPEAR WIDERMAN Service code 29 | Legal | $5,250 |
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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 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 | $21,551-100.0% | $165,322-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 39.2%-39.2pp | 32.5%-32.5pp | 13.5%-13.5pp |
| Annual return | 6.81% | 9.38%-2.6pp | 8.01%-1.2pp | 9.29%-2.5pp |
| Employer contribution / active EE | $2,920 | $9,605-69.6% | $29,475-90.1% | $15,168-80.7% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $294-100.0% | $637-100.0% | $2,037-100.0% |