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| Provider | Service type | Compensation |
|---|---|---|
BBP OF DVI1 year Filed as: BBP FO DVI Service code 29 · EIN 23-1739024 2791 SOUTHAMPTON RD · PHILADELPHIA, PA 19154 | Legal | $78,858 |
THOMAS BEAL1 year Filed as: THOMAS J MCGODLRICK ESQ Service code 29 35 SHEFFIELD CT · COLLEGEVILLE, PA 19426 | Legal | $20,734 |
THE MCKEOGH COMPANY1 year Filed as: THE MCKEOGH CO Service code 11 424 TOWER BRIDGE RD · CONSHOHOCKEN, PA 19428 | Actuarial | $20,000 |
O'DONOGHUE & O'DONOGHUE2+ years Filed as: ODONOGHUE AND ODONOGHUE LLP Service code 29 · EIN 53-0120528 5301 WISCONSIN AVE NW · WASHINGTON, DC 20015 | Legal | $14,310 |
ANTHONY M PONTARELLI CPA LLC2+ years Service code 10 · EIN 32-0048632 1037 MILLCREEK DR · FEASTERVILLE, PA 19053 | Accounting | $14,000 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $44,091-100.0% | $184,886-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 4.5%-4.5pp |
| Annual return | 13.65% | 11.09%+2.6pp | 8.32%+5.3pp | 13.95%-0.3pp |
| Employer contribution / active EE | $13,071 | $10,980+19.0% | $30,793-57.6% | $16,598-21.2% |
| Participant deferral / active EE | $0 | $4,074-100.0% | $90-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $2,802-100.0% | $612-100.0% |