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| Provider | Service type | Compensation |
|---|---|---|
Filed as: OBRIEN, BELLAND & BUSHINKSKY, LLC Service code 29 · EIN 37-1467056 509 S LENOLA RD, BLDG 6 · MOORESTOWN, NJ 08057 | Legal | $15,264 |
HEALTHCARE STRATEGIES, INC8+ years Service code 13 · EIN 23-2848954 3031 WALTON ROAD B · PLYMOUTH MEETING, PA 19462 | Contract Administrator | $15,000 |
Filed as: CBIZ Service code 11 · EIN 23-1700844 1845 WALNUT STREET, SUITE 1400 · PHILADELPHIA, PA 19103 | Actuarial | $11,520 |
ALAN ROSS & COMPANY, PC8+ years Service code 10 · EIN 20-5367494 10 HEARTHSTONE COURT, SUITE 100 · READING, PA 19606 | Accounting | $11,500 |
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 | $503,327-100.0% | $65,170-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 29.3%-29.3pp | - |
| Annual return | 257.51% | 55.68%+201.8pp | 7.07%+250.4pp | - |
| Employer contribution / active EE | $0 | $21,727-100.0% | $34,847-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $4-100.0% | - |
| Admin fee / account holder | $0 | $311,717-100.0% | $51-100.0% | - |