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| Provider | Service type | Compensation |
|---|---|---|
Service code 10 3401 MASONS MILL ROAD · HUNTINGTON VALLEY, PA 19006 | Accounting | $126,562 |
JOSEPH DELLISANTI1 year Service code 27 · EIN 22-5130278 2200 VOLUNTEER TRAIL · VIRGINIA BEACH, VA 23456 | Advisory (Plan) | $108,887 |
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 | $94,807 | $47,456+99.8% | $172,753-45.1% | $77,775+21.9% |
| Participation rate | 97.6% | 66.3%+31.3pp | 82.6%+14.9pp | 73.2%+24.3pp |
| Annual return | 23.92% | 35.57%-11.7pp | 803.00%-779.1pp | 32.58%-8.7pp |
| Employer contribution / active EE | $6,976 | $1,574+343.2% | $5,144+35.6% | $2,504+178.6% |
| Participant deferral / active EE | $5,113 | $2,560+99.8% | $5,198-1.6% | $3,966+28.9% |
| Admin fee / account holder | $145 | $81+79.2% | $13,956-99.0% | $100+44.8% |