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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFIT PLAN ADMINISTRATIVE SERVICE Service code 19 · EIN 16-1616474 | Securities Custodian | $136,933 |
PATH ADMINISTRATORS2+ years Service code 13 · EIN 46-1226464 | Contract Administrator | $120,143 |
Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 100 GATEWAY DRIVE · BETHLEHEM, PA 18017 | Advisory (Plan) | $52,001 |
Filed as: CHARLES JONHSTON Service code 29 · EIN 23-2077724 | Legal | $37,302 |
WITHUMSMITH+BROWN, PC1 year Filed as: BROWN, SCHULTZ, SHERIDAN & FRITZ Service code 10 · EIN 25-1644159 | Accounting | $20,000 |
JACOBY DONNER, P.C.2+ years Service code 29 1700 MARKET STREET · PHILADELPHIA, PA 19103 | Legal | $6,223 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $221,442-100.0% | $92,240-100.0% | $77,958-100.0% |
| Participation rate | 0.0% | 79.6%-79.6pp | 76.5%-76.5pp | 71.6%-71.6pp |
| Annual return | 13.63% | 15.65%-2.0pp | 176.29%-162.7pp | 20.87%-7.2pp |
| Employer contribution / active EE | $5,694 | $3,226+76.5% | $3,680+54.8% | $2,310+146.5% |
| Participant deferral / active EE | $0 | $2,779-100.0% | $3,897-100.0% | $3,537-100.0% |
| Admin fee / account holder | $0 | $210-100.0% | $5,194-100.0% | $97-100.0% |