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| Provider | Service type | Compensation |
|---|---|---|
D H EVANS TPA LLC DBA PATH ADMIN4+ years Service code 13 · EIN 46-1664646 | Contract Administrator | $41,282 |
Service code 29 1845 WALNUT STREET · PHILADELPHIA, PA 19103 | Legal | $20,396 |
PACKER THOMAS2 years Service code 10 · EIN 34-1667340 | Accounting | $8,800 |
MORNINGSTAR4+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $8,352 |
FOX ROTHSCHILD LLP2 years Service code 29 · EIN 23-1404723 | Legal | $8,323 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,900 | $56,443+30.9% | $83,831-11.8% | $55,725+32.6% |
| Participation rate | 99.7% | 72.0%+27.7pp | 76.1%+23.6pp | 70.9%+28.9pp |
| Annual return | -3.65% | 393.67%-397.3pp | 850.99%-854.6pp | 244.93%-248.6pp |
| Employer contribution / active EE | $6,011 | $2,682+124.2% | $3,631+65.5% | $2,078+189.3% |
| Participant deferral / active EE | $0 | $2,965-100.0% | $4,082-100.0% | $3,356-100.0% |
| Admin fee / account holder | $181 | $156+15.8% | $5,479-96.7% | $115+57.0% |