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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) | $80,689 |
BENEFIT PROCESSING, INC.3+ years Service code 13 · EIN 23-2204388 20 BRACE ROAD STE 114 · CHERRY HILL, NJ 08034 | Contract Administrator | $35,739 |
BUCKNO LISICKY & COMPANY3+ years Service code 10 · EIN 23-2426656 645 HAMILTON ST. STE 204 · ALLENTOWN, PA 18101 | Accounting | $20,685 |
RICHARD GABRIEL ASSOCIATES3+ years Service code 11 · EIN 23-2817579 601 DRESHER ROAD, STE 201 · HORSHAM, PA 19044 | Actuarial | $11,500 |
VAN HORN INSURANCE AGENCY3+ years Service code 22 · EIN 23-2592863 515 STUMP ROAD STE 231 · MONTGOMERYVILLE, PA 18936 | Insurance Broker | $7,012 |
PENSION ASSURANCE LLP3+ years Filed as: PENSION BENEFIT GUARANTY CORP. Service code 49 1200 K. STREET NW · WASHINGTON, DC 20005 | Other Services | $6,748 |
MARKOWITZ & RICHMAN3+ years Service code 29 · EIN 23-2111581 123 S. BROAD ST STE 2020 · PHILADELPHIA, PA 19109 | Legal | $5,750 |
BLACKROCK3+ 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 | $23,019-100.0% | $184,886-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 60.0%-60.0pp | 47.1%-47.1pp | 11.3%-11.3pp |
| Annual return | 17.15% | 9.14%+8.0pp | 8.32%+8.8pp | 10.41%+6.7pp |
| Employer contribution / active EE | $14,461 | $9,384+54.1% | $30,793-53.0% | $14,691-1.6% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $212-100.0% | $2,802-100.0% | $2,646-100.0% |