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| Provider | Service type | Compensation |
|---|---|---|
NORTHEAST ADVISORS, INC.2+ years Service code 27 · EIN 23-3044281 163 WEST LANCASTER AVENUE · PAOLI, PA 19301 | Advisory (Plan) | $45,772 |
AMERICAN REALTY ADVISORS2+ years Filed as: NORTH AMERICAN BENEFITS COMPANY Service code 23 · EIN 23-2682285 530 EAST SWEDESFORD RD · WAYNE, PA 19087 | Insurance services | $21,830 |
N.A. FALCONE & ASSOCIATES, INC.2+ years Filed as: N.A. FALCONE & ASSOCIATES, INC Service code 11 · EIN 23-2773128 EIGHT NESHAMINY INTERPLEX · TREVOSE, PA 19053 | Actuarial | $16,911 |
N.A. FALCONE & ASSOCIATES, INC.2+ years Filed as: SNYDER & CLEMENTE Service code 10 · EIN 23-2535812 575 PIERCE STREET · KINGSTON, PA 18704 | Accounting | $12,500 |
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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 | $15,875-100.0% | $209,859-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 50.0%-50.0pp | 42.7%-42.7pp | 12.6%-12.6pp |
| Annual return | 5.55% | 3.12%+2.4pp | 4.16%+1.4pp | 4.56%+1.0pp |
| Employer contribution / active EE | $4,218 | $10,957-61.5% | $29,966-85.9% | $15,526-72.8% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $0 | $13,952-100.0% | $1,711-100.0% |