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| Provider | Service type | Compensation |
|---|---|---|
D H EVANS TPA LLC DBA PATH ADMIN7+ years Service code 13 · EIN 46-1664646 | Contract Administrator | $64,532 |
PACKER THOMAS5 years Service code 10 · EIN 34-1667340 | Accounting | $15,712 |
WILLIG, WILLIAMS & DAVIDSON4 years Service code 29 1845 WALNUT STREET · PHILADELPHIA, PA 19103 | Legal | $9,240 |
MORNINGSTAR7+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $9,026 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,321 | $78,275+58.8% | $109,173+13.9% | $86,821+43.2% |
| Participation rate | 99.4% | 73.8%+25.6pp | 75.9%+23.6pp | 72.3%+27.1pp |
| Annual return | 11.80% | 19.14%-7.3pp | 25.75%-14.0pp | 97.94%-86.1pp |
| Employer contribution / active EE | $8,289 | $3,105+167.0% | $3,723+122.7% | $2,406+244.5% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,654-100.0% | $4,132-100.0% |
| Admin fee / account holder | $214 | $198+8.0% | $6,755-96.8% | $170+26.3% |