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| Provider | Service type | Compensation |
|---|---|---|
ALAN ROSS & COMPANY, PC10+ years Service code 10 · EIN 20-5367494 10 HEARTHSTONE COURT, SUITE 100 · READING, PA 19606 | Accounting | $11,500 |
WILLIG, WILLIAMS & DAVIDSON2 years Filed as: WILLIG WILLIAMS & DAVIDSON Service code 29 1845 WALNUT STREET, 24TH FLOOR · PHILADELPHIA, PA 19103 | Legal | $10,573 |
HEALTHCARE STRATEGIES, INC10+ years Service code 13 · EIN 23-2848954 3031 WALTON ROAD B · PLYMOUTH MEETING, PA 19462 | Contract Administrator | $9,068 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $937,755-100.0% | $179,823-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 42.1%-42.1pp | - |
| Annual return | 262.27% | 72.14%+190.1pp | 148.65%+113.6pp | - |
| Employer contribution / active EE | $0 | $14,822-100.0% | $26,844-100.0% | - |
| Participant deferral / active EE | $0 | $3,727-100.0% | $63-100.0% | - |
| Admin fee / account holder | $0 | $14,090-100.0% | $1,660-100.0% | - |