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| Provider | Service type | Compensation |
|---|---|---|
PRIAC3+ years Service code 49 · EIN 23-2738557 | Other Services | $82,818 |
RBC WEALTH MANAGEMENT3+ years Service code 49 161 WASHINGTON ST · CONSHOHOCKEN, PA 19428 | Other Services | $48,526 |
Filed as: ONEILL CORPORATION Service code 14 · EIN 23-1719817 487 DEVON PARK DRIVE · WAYNE, PA 19087 | Plan Administrator | $23,000 |
Filed as: CLEARY JOSOM TRIGIANI LLP Service code 29 325 CHESTNUT ST · PHILADELPHIA, PA 19106 | Legal | $18,638 |
NOVAK FRANCELLA LLC3+ years Filed as: NOVAK FRANCELLA Service code 10 ONE PRESIDENTIAL BLVD · BALA CYNWYD, PA 19004 | Accounting | $11,721 |
ANTHONY M PONTARELLI CPA LLC3+ years Service code 10 · EIN 32-0048632 1037 MILLCREEK DRIVE · FEASTERVILLE, PA 19053 | Accounting | $6,000 |
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.
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 | $13,261 | $52,149-74.6% | $122,354-89.2% | $77,958-83.0% |
| Participation rate | 100.0% | 58.6%+41.4pp | 71.6%+28.4pp | 71.6%+28.4pp |
| Annual return | 12.18% | 17.75%-5.6pp | 30.28%-18.1pp | 20.87%-8.7pp |
| Employer contribution / active EE | $1,145 | $1,750-34.6% | $4,051-71.7% | $2,310-50.5% |
| Participant deferral / active EE | $0 | $2,114-100.0% | $3,287-100.0% | $3,537-100.0% |
| Admin fee / account holder | $53 | $93-42.6% | $5,479-99.0% | $97-45.1% |