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| Provider | Service type | Compensation |
|---|---|---|
NORTHEAST ADVISORS, INC.3+ years Service code 27 · EIN 23-3044281 163 WEST LANCASTER AVENUE · PAOLI, PA 19301 | Advisory (Plan) | $42,654 |
N.A. FALCONE & ASSOCIATES, INC.3+ years Filed as: N.A. FALCONE & ASSOCIATES, INC Service code 11 · EIN 23-2773128 EIGHT NESHAMINY INTERPLEX · TREVOSE, PA 19053 | Actuarial | $14,246 |
N.A. FALCONE & ASSOCIATES, INC.3+ years Filed as: SNYDER & CLEMENTE Service code 10 · EIN 23-2535812 575 PIERCE STREET · KINGSTON, PA 18704 | Accounting | $12,750 |
AMERICAN REALTY ADVISORS3+ years Filed as: NORTH AMERICAN BENEFITS COMPANY Service code 23 · EIN 23-2682285 530 EAST SWEDESFORD RD · WAYNE, PA 19087 | Insurance services | $10,106 |
SEI INVESTMENTS1 year Filed as: SEI INVESTMENTS MANAGEMENT CORP Service code 15 · EIN 04-2452803 1 FREEDOM VALLEY DRIVE · OAKS, PA 19456 | Recordkeeping | $7,086 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $23,019-100.0% | $184,886-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 60.0%-60.0pp | 47.1%-47.1pp | 11.3%-11.3pp |
| Annual return | 14.97% | 9.14%+5.8pp | 8.32%+6.6pp | 10.41%+4.6pp |
| Employer contribution / active EE | $4,638 | $9,384-50.6% | $30,793-84.9% | $14,691-68.4% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $212-100.0% | $2,802-100.0% | $2,646-100.0% |