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| Provider | Service type | Compensation |
|---|---|---|
JENNINGS SIGMOND P.C.3+ years Filed as: JENNINGS & SIGMOND, P.C. Service code 29 510 WALNUT STREET - STE 1600 · PHILADELPHIA, PA 19106 | Legal | $99,952 |
Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 28 · EIN 58-2432392 | Investment Management | $50,000 |
THE MCKEOGH COMPANY3+ years Filed as: THE MCKEOGH CO. Service code 11 · EIN 23-3003375 | Actuarial | $49,535 |
JOE MOSKAUSKI2 years Filed as: JOE DIEHL Service code 30 · EIN 23-2652951 | Recordkeeping fees; Employee (plan) | $39,400 |
JOE MOSKAUSKI1 year Service code 30 · EIN 23-2652951 | Employee (plan); Recordkeeping fees | $34,549 |
Filed as: BOYD WATTERSON ASSET MGMT LLC Service code 28 · EIN 34-1922005 | Investment Management | $28,857 |
NOVAK FRANCELLA LLC3+ years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $22,700 |
BLACKROCK1 year Filed as: BLACKROCK INSTITUTIONAL TRUST Service code 28 400 HOWARD STREET · SAN FRANCISCO, CA 94105 | Investment Management | $11,353 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO Service code 19 · EIN 94-1347393 | Securities Custodian | $10,374 |
BENESYS, INC.3+ years Filed as: INNOVATIVE SOFTWARE SOLUTIONS, INC. Service code 15 · EIN 23-2182079 | Recordkeeping | $9,726 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $14,174-100.0% | $245,396-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 24.8%-24.8pp | 43.0%-43.0pp | 4.7%-4.7pp |
| Annual return | 6.13% | 1.05%+5.1pp | -752.26%+758.4pp | -0.69%+6.8pp |
| Employer contribution / active EE | $10,903 | $11,363-4.0% | $31,802-65.7% | $16,786-35.0% |
| Participant deferral / active EE | $0 | $18,319-100.0% | $47-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $0 | $1,223-100.0% | $124-100.0% |