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| Provider | Service type | Compensation |
|---|---|---|
BBP OF DVI5+ years Service code 29 · EIN 23-1739024 2704 BLACK LAKE PLACE · PHILADELPHIA, PA 19054 | Legal | $58,673 |
THE MCKEOGH COMPANY4 years Filed as: THE MCKEOGH CO Service code 11 · EIN 23-3003375 424 TOWER BRIDGE RD · CONCHOHOCKEN, PA 19426 | Actuarial | $28,000 |
THOMAS J MCGOLDRICK ESQ5+ years Service code 29 · EIN 27-3228340 35 SHEFFIELD CT · COLLEGEVILLE, PA 19426 | Legal | $23,257 |
Filed as: ANTHONY PONTARELLI CPA LLC Service code 10 · EIN 32-0048632 626 S STATE ST · NEWTOWN, PA 18940 | Accounting | $14,000 |
O'DONOGHUE & O'DONOGHUE5+ years Filed as: ODONOGHUE AND ODONOGHUE LLP Service code 29 · EIN 53-0120528 5301 WISCONSIN AVE NW · WASHINGTON, DC 20015 | Legal | $13,457 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $409,661-100.0% | $162,072-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 1.7%-1.7pp |
| Annual return | 0.28% | 6.95%-6.7pp | 8.01%-7.7pp | 627.08%-626.8pp |
| Employer contribution / active EE | $14,349 | $11,635+23.3% | $29,476-51.3% | $18,824-23.8% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $630-100.0% | $1,923-100.0% |