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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ SAVITZ Service code 11 · EIN 23-1700844 | Actuarial | $35,445 |
HEALTHCARE STRATEGIES, INC3+ years Service code 13 · EIN 23-2848954 | Contract Administrator | $28,575 |
ALAN ROSS & COMPANY, PC3+ years Service code 10 · EIN 20-5367494 10 HEARTHSTONE COURT, SUITE 100 · READING, PA 19606 | Accounting | $13,150 |
WILLIG, WILLIAMS & DAVIDSON3+ years Filed as: WILLIG, WILLIAMS, & DAVIDSON Service code 29 · EIN 23-2416488 1845 WALNUT ST 24TH FLOOR · PHILADELPHIA, PA 19103 | Legal | $7,393 |
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 | $169,910-100.0% | $158,640-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 35.4%-35.4pp | 22.2%-22.2pp | 45.9%-45.9pp |
| Annual return | 6.52% | 9.33%-2.8pp | 10.66%-4.1pp | 10.21%-3.7pp |
| Employer contribution / active EE | $0 | $36,456-100.0% | $30,880-100.0% | $42,272-100.0% |
| Participant deferral / active EE | $0 | $49-100.0% | $65-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $1,630-100.0% | $1,478-100.0% | $13,518-100.0% |