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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT2+ years Service code 49 181 WASHINGTON ST · CONSHOHOCKEN, PA 19428 | Other Services | $37,366 |
PRIAC2+ years Service code 49 · EIN 23-2738557 | Other Services | $12,638 |
SPEAR WILDERMAN2+ years Service code 29 230 S. BROAD ST · PHILADELPHIA, PA 19102 | Legal | $12,109 |
Filed as: ONEILL CORPORATION Service code 14 · EIN 23-1719817 487 DEVON PARK DR · WAYNE, PA 19087 | Plan Administrator | $12,000 |
ANTHONY M PONTARELLI CPA LLC2+ years Service code 10 · EIN 32-0048632 1037 MILLCREEK DR · FEASTERVILLE, PA 19053 | Accounting | $6,000 |
Filed as: CLEARY, JOSOM TRIGIANI LLP Service code 29 325 CHESTNUT ST · PHILADELPHIA, PA 19106 | Legal | $5,275 |
NOVAK FRANCELLA LLC2+ years Filed as: NOVAK FRANCELLA Service code 10 ONE PRESIDENTIAL BLVD · BALA CYNWYD, PA 19004 | Accounting | $5,067 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,134 | $43,453-72.1% | $109,313-88.9% | $63,975-81.0% |
| Participation rate | 100.0% | 59.3%+40.7pp | 71.3%+28.7pp | 71.1%+28.9pp |
| Annual return | 6.40% | 9.85%-3.5pp | 22.07%-15.7pp | 48.65%-42.3pp |
| Employer contribution / active EE | $1,110 | $1,799-38.3% | $3,892-71.5% | $2,182-49.1% |
| Participant deferral / active EE | $0 | $2,093-100.0% | $3,166-100.0% | $3,356-100.0% |
| Admin fee / account holder | $31 | $79-61.1% | $5,666-99.5% | $70-56.4% |