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| Provider | Service type | Compensation |
|---|---|---|
HEALTHCARE STRATEGIES, INC2+ years Service code 13 · EIN 23-2848954 | Contract Administrator | $28,513 |
Filed as: CBIZ SAVITZ Service code 11 · EIN 23-1700844 | Actuarial | $21,000 |
ALAN ROSS & COMPANY, PC2+ years Service code 10 · EIN 20-5367494 10 HEARTHSTONE COURT, SUITE 100 · READING, PA 19606 | Accounting | $13,150 |
WILLIG, WILLIAMS & DAVIDSON2+ years Filed as: WILLIG, WILLIAMS, & DAVIDSON Service code 29 · EIN 23-2416488 1845 WALNUT ST 24TH FLOOR · PHILADELPHIA, PA 19103 | Legal | $7,063 |
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 | $142,953-100.0% | $139,743-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 35.1%-35.1pp | 22.6%-22.6pp | 45.6%-45.6pp |
| Annual return | 4.38% | 4.04%+0.3pp | 4.96%-0.6pp | 4.16%+0.2pp |
| Employer contribution / active EE | $0 | $35,442-100.0% | $29,749-100.0% | $42,918-100.0% |
| Participant deferral / active EE | $0 | $26-100.0% | $26-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $3,549-100.0% | $3,369-100.0% | $21,465-100.0% |