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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EAGLE RIDGE INVESTMENT MANAGEMENT Service code 27 · EIN 26-2730112 5 HIGH RIDGE PARK 2ND FL · STAMFORD, CT 06905 | Advisory (Plan) | $76,517 |
BENEFIT PROCESSING, INC.2+ years Service code 13 · EIN 23-2204388 20 BRACE ROAD STE 114 · CHERRY HILL, NJ 08034 | Contract Administrator | $34,386 |
BUCKNO LISICKY & COMPANY2+ years Service code 10 · EIN 23-2426656 645 HAMILTON ST. STE 204 · ALLENTOWN, PA 18101 | Accounting | $19,985 |
RICHARD GABRIEL ASSOCIATES2+ years Service code 11 · EIN 23-2817579 601 DRESHER ROAD, STE 201 · HORSHAM, PA 19044 | Actuarial | $14,375 |
VAN HORN INSURANCE AGENCY2+ years Service code 22 · EIN 23-2592863 515 STUMP ROAD STE 231 · MONTGOMERYVILLE, PA 18936 | Insurance Broker | $6,425 |
MARKOWITZ & RICHMAN2+ years Service code 29 · EIN 23-2111581 123 S. BROAD ST STE 2020 · PHILADELPHIA, PA 19109 | Legal | $5,000 |
BLACKROCK2+ 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 | $15,875-100.0% | $209,859-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 50.0%-50.0pp | 42.7%-42.7pp | 12.6%-12.6pp |
| Annual return | 9.97% | 3.12%+6.9pp | 4.16%+5.8pp | 4.56%+5.4pp |
| Employer contribution / active EE | $10,403 | $10,957-5.1% | $29,966-65.3% | $15,526-33.0% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $0 | $13,952-100.0% | $1,711-100.0% |