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| Provider | Service type | Compensation |
|---|---|---|
NORTHEAST ADVISORS, INC.6+ years Service code 27 · EIN 23-3044281 163 WEST LANCASTER AVENUE · PAOLI, PA 19301 | Advisory (Plan) | $45,306 |
N.A. FALCONE & ASSOCIATES, INC.6+ years Filed as: N.A. FALCONE & ASSOCIATES, INC Service code 11 · EIN 23-2773128 EIGHT NESHAMINY INTERPLEX · TREVOSE, PA 19053 | Actuarial | $16,293 |
N.A. FALCONE & ASSOCIATES, INC.6+ years Filed as: SNYDER & CLEMENTE Service code 10 · EIN 23-2535812 575 PIERCE STREET · KINGSTON, PA 18704 | Accounting | $15,450 |
SEI INVESTMENTS4 years Filed as: SEI INVESTMENTS MANAGEMENT CORP Service code 15 · EIN 04-2452803 1 FREEDOM VALLEY DRIVE · OAKS, PA 19456 | Recordkeeping | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $21,551-100.0% | $165,322-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 39.2%-39.2pp | 32.5%-32.5pp | 13.5%-13.5pp |
| Annual return | 15.34% | 9.38%+6.0pp | 8.01%+7.3pp | 9.29%+6.1pp |
| Employer contribution / active EE | $4,047 | $9,605-57.9% | $29,475-86.3% | $15,168-73.3% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $294-100.0% | $637-100.0% | $2,037-100.0% |