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| Provider | Service type | Compensation |
|---|---|---|
D H EVANS TPA LLC DBA PATH ADMIN6+ years Service code 13 · EIN 46-1664646 | Contract Administrator | $45,567 |
PACKER THOMAS4 years Service code 10 · EIN 34-1667340 | Accounting | $14,795 |
WILLIG, WILLIAMS & DAVIDSON3 years Service code 29 1845 WALNUT STREET · PHILADELPHIA, PA 19103 | Legal | $6,295 |
FOX ROTHSCHILD LLP4 years Service code 29 · EIN 23-1404723 | Legal | $5,126 |
MORNINGSTAR6+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,043 | $91,517+18.1% | $101,275+6.7% | $73,412+47.2% |
| Participation rate | 99.5% | 73.8%+25.7pp | 75.8%+23.7pp | 72.2%+27.3pp |
| Annual return | 15.09% | 17.17%-2.1pp | 46.48%-31.4pp | 59.30%-44.2pp |
| Employer contribution / active EE | $8,116 | $2,877+182.1% | $3,660+121.7% | $2,234+263.3% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,371-100.0% | $3,806-100.0% |
| Admin fee / account holder | $170 | $216-21.0% | $5,948-97.1% | $158+8.0% |