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| Provider | Service type | Compensation |
|---|---|---|
PENSION ASSURANCE LLP5+ years Filed as: PENSION FUND FOR HOSPITAL & HEALTHC Service code 49 · EIN 23-2627428 | Other Services | $539,349 |
THE SEGAL COMPANY3 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $78,430 |
Filed as: DARRELL WILLIAMS II Service code 30 · EIN 23-2774706 | Employee (plan); Direct payment from ... | $68,656 |
LAVERNE DEVALIA3 years Service code 30 · EIN 23-2774706 | Employee (plan); Direct payment from ... | $68,393 |
PAMELA A SMITH STRITE3 years Filed as: PAMELA A. SMITH-STRITE Service code 30 · EIN 23-2774706 | Employee (plan); Direct payment from ... | $53,739 |
ERIC J. FERNANDEZ & CO.3 years Filed as: ERIC BROOKS Service code 30 · EIN 23-2774706 | Employee (plan); Direct payment from ... | $51,051 |
GLENDELLE CAMERON-DIXON1 year Service code 16 12 CARDENTI CT · NEWARK, DE 19702 | Consulting | $37,678 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN, FREEDMAN, BREDHOFF Service code 29 · EIN 23-0891050 | Legal | $37,606 |
BENEFIT3, INC.3 years Filed as: BENEFIT3 INC Service code 15 2865 SOUTH EAGLE RD, 373 · NEWTOWN, PA 18940 | Recordkeeping | $32,939 |
EVELYN ALAMEDA3 years Service code 30 · EIN 23-2774706 | Direct payment from the plan; Employe... | $30,634 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $7,603 | $47,456-84.0% | $172,755-95.6% | $77,775-90.2% |
| Participation rate | 100.0% | 66.3%+33.7pp | 82.6%+17.4pp | 73.2%+26.8pp |
| Annual return | 10.14% | 35.57%-25.4pp | 802.94%-792.8pp | 32.58%-22.4pp |
| Employer contribution / active EE | $1,221 | $1,574-22.5% | $5,144-76.3% | $2,504-51.3% |
| Participant deferral / active EE | $0 | $2,560-100.0% | $5,198-100.0% | $3,966-100.0% |
| Admin fee / account holder | $88 | $81+8.7% | $13,955-99.4% | $100-12.1% |