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| Provider | Service type | Compensation |
|---|---|---|
LAIDLAW GROUP LLC1+ years Service code 27 · EIN 13-3249470 2 DEPOT PLAZA, STE 202C · BEDFORD HILLS, NY 10507 | Advisory (Plan) | $57,569 |
BENEFIT PROCESSING, INC.1+ years Service code 13 · EIN 23-2204388 20 BRACE ROAD STE 114 · CHERRY HILL, NJ 08034 | Contract Administrator | $36,286 |
Filed as: EAGLE RIDGE INVESTMENT MANAGEMENT Service code 27 · EIN 26-2730112 5 HIGH RIDGE PARK 2ND FL · STAMFORD, CT 06905 | Advisory (Plan) | $18,113 |
BUCKNO LISICKY & COMPANY1+ years Service code 10 · EIN 23-2426656 645 HAMILTON ST. STE 204 · ALLENTOWN, PA 18101 | Accounting | $14,745 |
RICHARD GABRIEL ASSOCIATES1+ years Service code 11 · EIN 23-2817579 601 DRESHER ROAD, STE 201 · HORSHAM, PA 19044 | Actuarial | $14,000 |
PENSION ASSURANCE LLP1+ years Filed as: PENSION BENEFIT GUARANTY CORP. Service code 49 1200 K. STREET NW · WASHINGTON, DC 20005 | Other Services | $6,682 |
VAN HORN INSURANCE AGENCY1+ years Service code 22 · EIN 23-2592863 515 STUMP ROAD STE 231 · MONTGOMERYVILLE, PA 18936 | Insurance Broker | $6,385 |
MARKOWITZ & RICHMAN1+ years Service code 29 · EIN 23-2111581 123 S. BROAD ST STE 2020 · PHILADELPHIA, PA 19109 | Legal | $5,000 |
BLACKROCK1+ years Filed as: BLACKROCK FUND ADVISORS Service code 72 · EIN 94-2948313 400 HOWARD STREET · SAN FRANCISCO, CA 94105 | Other investment fees and expenses | $0 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $45,891-100.0% | $115,244-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 25.0%-25.0pp | 33.3%-33.3pp | 15.7%-15.7pp |
| Annual return | -0.15% | -2.03%+1.9pp | -1.61%+1.5pp | -7.14%+7.0pp |
| Employer contribution / active EE | $8,282 | $10,054-17.6% | $30,840-73.1% | $14,613-43.3% |
| Participant deferral / active EE | $0 | $0 | $41-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $0 | $3,433-100.0% | $1,191-100.0% |