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| Provider | Service type | Compensation |
|---|---|---|
PRIAC1+ years Service code 49 · EIN 23-2738557 | Other Services | $56,459 |
RBC WEALTH MANAGEMENT1+ years Service code 49 | Other Services | $35,428 |
SPEAR WILDERMAN1+ years Service code 29 230 SOUTH BROAD ST · PHILADELPHIA, PA 19102 | Legal | $16,598 |
ONEILL CONSULTING CORP1+ years Service code 14 · EIN 23-1719817 487 DEVON PARK DR · WAYNE, PA 19087 | Plan Administrator | $12,000 |
NOVAK FRANCELLA LLC1+ years Filed as: NOVAK FRANCELLA Service code 10 | Accounting | $8,126 |
ANTHONY M PONTARELLI CPA LLC1+ years Service code 10 · EIN 32-0048632 1037 MILLCREEK DR · FEASTERVILLE, PA 19053 | Accounting | $6,000 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,795 | $38,312-64.0% | $100,671-86.3% | $59,188-76.7% |
| Participation rate | 100.0% | 57.4%+42.6pp | 70.7%+29.3pp | 69.4%+30.6pp |
| Annual return | -0.13% | 2.64%-2.8pp | 20.43%-20.6pp | 5.51%-5.6pp |
| Employer contribution / active EE | $1,318 | $1,183+11.4% | $4,012-67.1% | $2,098-37.2% |
| Participant deferral / active EE | $0 | $1,847-100.0% | $3,144-100.0% | $3,265-100.0% |
| Admin fee / account holder | $58 | $68-14.4% | $4,850-98.8% | $92-37.1% |