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| Provider | Service type | Compensation |
|---|---|---|
NORTHEAST ADVISORS, INC.10+ years Service code 27 · EIN 23-3044281 163 WEST LANCASTER AVENUE · PAOLI, PA 19301 | Advisory (Plan) | $36,005 |
N.A. FALCONE & ASSOCIATES, INC.10+ years Filed as: N.A. FALCONE & ASSOCIATES, INC Service code 11 · EIN 23-2773128 711 NORTH YORK ROAD · WILLOW GROVE, PA 19090 | Actuarial | $22,504 |
N.A. FALCONE & ASSOCIATES, INC.10+ years Filed as: SNYDER & CLEMENTE Service code 10 · EIN 23-2535812 575 PIERCE STREET · KINGSTON, PA 18704 | Accounting | $16,000 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $62,678-100.0% | $201,416-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 25.0%-25.0pp | 32.7%-32.7pp | 11.0%-11.0pp |
| Annual return | 13.14% | 7.29%+5.8pp | 8.10%+5.0pp | 8.21%+4.9pp |
| Employer contribution / active EE | $6,516 | $9,759-33.2% | $28,649-77.3% | $13,841-52.9% |
| Participant deferral / active EE | $0 | $0 | $10-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $788-100.0% | $60,136-100.0% | $1,652-100.0% |