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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) | $85,960 |
BENEFIT PROCESSING, INC.4+ years Service code 13 · EIN 23-2204388 20 BRACE ROAD STE 114 · CHERRY HILL, NJ 08034 | Contract Administrator | $35,708 |
BUCKNO LISICKY & COMPANY4+ years Service code 10 · EIN 23-2426656 645 HAMILTON ST. STE 204 · ALLENTOWN, PA 18101 | Accounting | $25,060 |
RICHARD GABRIEL ASSOCIATES4+ years Service code 11 · EIN 23-2817579 601 DRESHER ROAD, STE 201 · HORSHAM, PA 19044 | Actuarial | $11,500 |
VAN HORN INSURANCE AGENCY4+ years Service code 22 · EIN 23-2592863 515 STUMP ROAD STE 231 · MONTGOMERYVILLE, PA 18936 | Insurance Broker | $6,562 |
PENSION ASSURANCE LLP4+ years Filed as: PENSION BENEFIT GUARANTY CORP. Service code 49 1200 K. STREET NW · WASHINGTON, DC 20005 | Other Services | $6,440 |
MARKOWITZ & RICHMAN4+ years Service code 29 · EIN 23-2111581 123 S. BROAD ST STE 2020 · PHILADELPHIA, PA 19109 | Legal | $5,000 |
BLACKROCK4+ 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 | $28,349-100.0% | $245,396-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 40.0%-40.0pp | 43.0%-43.0pp | 14.6%-14.6pp |
| Annual return | -3.84% | -2.92%-0.9pp | -752.26%+748.4pp | 10.56%-14.4pp |
| Employer contribution / active EE | $14,593 | $9,485+53.9% | $31,802-54.1% | $13,643+7.0% |
| Participant deferral / active EE | $0 | $0 | $47-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $297-100.0% | $1,223-100.0% | $3,354-100.0% |