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| Provider | Service type | Compensation |
|---|---|---|
BBP OF DVI1 year Filed as: BBP OF DVI INC Service code 29 · EIN 23-1739024 2704 BLACK LAKE PL · PHILADELPHIA, PA 19054 | Legal | $52,059 |
THE MCKEOGH COMPANY6 years Filed as: THE MCKEOGH CO Service code 11 · EIN 23-3003375 424 TOWER BRIDGE RD · CONSHOHOCKEN, PA 19426 | Actuarial | $30,000 |
THOMAS J MCGOLDRICK ESQ7+ years Service code 29 · EIN 24-3228340 38 SHEFFIELD CT · COLLEGEVILLE, PA 19426 | Legal | $24,000 |
ANTHONY M PONTARELLI CPA LLC3 years 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'DONOGHUE7+ years Filed as: ODONOGHUE AND ODONOGHUE LLP Service code 29 · EIN 53-0120528 5301 WISCONSIN AVE NW · WASHONGTPN, DC 20015 | Legal | $10,659 |
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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 | $42,491-100.0% | $164,721-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 13.2%-13.2pp | 21.0%-21.0pp | 5.6%-5.6pp |
| Annual return | -5.02% | -6.78%+1.8pp | -5.85%+0.8pp | 39.82%-44.8pp |
| Employer contribution / active EE | $15,413 | $13,335+15.6% | $31,839-51.6% | $19,980-22.9% |
| Participant deferral / active EE | $0 | $1,175-100.0% | $2-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $1,000-100.0% | $62-100.0% |