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| Provider | Service type | Compensation |
|---|---|---|
NORTHEAST ADVISORS, INC.8+ years Service code 27 · EIN 23-3044281 163 WEST LANCASTER AVENUE · PAOLI, PA 19301 | Advisory (Plan) | $28,556 |
N.A. FALCONE & ASSOCIATES, INC.8+ years Filed as: N.A. FALCONE & ASSOCIATES, INC Service code 11 · EIN 23-2773128 711 NORTH YORK ROAD · WILLOW GROVE, PA 19090 | Actuarial | $19,251 |
N.A. FALCONE & ASSOCIATES, INC.8+ years Filed as: SNYDER & CLEMENTE Service code 10 · EIN 23-2535812 575 PIERCE STREET · KINGSTON, PA 18704 | Accounting | $15,500 |
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Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $36,148-100.0% | $164,721-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 16.7%-16.7pp | 21.0%-21.0pp | 9.9%-9.9pp |
| Annual return | -15.34% | -4.92%-10.4pp | -5.84%-9.5pp | -5.25%-10.1pp |
| Employer contribution / active EE | $5,462 | $10,994-50.3% | $31,839-82.8% | $15,161-64.0% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $436-100.0% | $1,000-100.0% | $3,859-100.0% |