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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) | $82,003 |
BENEFIT PROCESSING, INC.6+ years Service code 13 · EIN 23-2204388 20 BRACE ROAD STE 114 · CHERRY HILL, NJ 08034 | Contract Administrator | $33,056 |
BUCKNO LISICKY & COMPANY6+ years Service code 10 · EIN 23-2426656 645 HAMILTON ST. STE 204 · ALLENTOWN, PA 18101 | Accounting | $24,610 |
RICHARD GABRIEL ASSOCIATES6+ years Service code 11 · EIN 23-2817579 601 DRESHER ROAD, STE 201 · HORSHAM, PA 19044 | Actuarial | $11,500 |
VAN HORN INSURANCE AGENCY6+ years Service code 22 · EIN 23-2592863 515 STUMP ROAD STE 231 · MONTGOMERYVILLE, PA 18936 | Insurance Broker | $7,315 |
MARKOWITZ & RICHMAN6+ years Service code 29 · EIN 23-2111581 123 S. BROAD ST STE 2020 · PHILADELPHIA, PA 19109 | Legal | $6,925 |
PENSION ASSURANCE LLP6+ years Filed as: PENSION BENEFIT GUARANTY CORP. Service code 49 1200 K. STREET NW · WASHINGTON, DC 20005 | Other Services | $6,900 |
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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 | $21,551-100.0% | $165,322-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 39.2%-39.2pp | 32.5%-32.5pp | 13.5%-13.5pp |
| Annual return | 9.61% | 9.38%+0.2pp | 8.01%+1.6pp | 9.29%+0.3pp |
| Employer contribution / active EE | $17,581 | $9,605+83.1% | $29,475-40.4% | $15,168+15.9% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $294-100.0% | $637-100.0% | $2,037-100.0% |