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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 23-6270631 400 FRANKLIN AVENUE · PHOENIXVILLE, PA 19460 | Contract Administrator | $14,400 |
BACHELER & COMPANY PC1+ years Filed as: BACHELER & CO PC Service code 10 · EIN 23-2978066 400 S KINGS HIGHWAY · CHERRY HILL, NJ 08034 | Accounting | $13,110 |
MERANZE KATZ AND GAUDIOSO PC1+ years Filed as: MERANZE, KATZ, GAUDIOSO & NEWLIN PC Service code 29 · EIN 23-2331604 121 S BROAD STREET · PHILADELPHIA, PA 19107 | Legal | $2,600 |
KLEINBARD LLC1+ years Filed as: KLEINBARD, BELL & BRECKER Service code 29 · EIN 23-1308492 1650 MARKET STREET · PHILADELPHIA, PA 19103 | Legal | $2,000 |
THE MCKEOGH COMPANY1+ years Service code 11 · EIN 23-3003375 200 BARR HARBOR DRIVE · WEST CONSHOHOCKEN, PA 19428 | Actuarial | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $0 | $80,354-100.0% | $133,975-100.0% | $63,975-100.0% |
| Participation rate | 0.0% | 87.5%-87.5pp | 87.1%-87.1pp | 71.1%-71.1pp |
| Annual return | 4.20% | 13.11%-8.9pp | 29.29%-25.1pp | 48.65%-44.4pp |
| Employer contribution / active EE | $761 | $3,503-78.3% | $5,211-85.4% | $2,182-65.1% |
| Participant deferral / active EE | $0 | $5,239-100.0% | $6,282-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $69-100.0% | $9,324-100.0% | $70-100.0% |