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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT PROCESSING, INC.2+ years Service code 13 · EIN 23-2204388 | Contract Administrator | $167,828 |
COOK STREET CONSULTING2+ years Filed as: COOK & BIELER, L.P. Service code 28 · EIN 23-3082822 | Investment Management | $122,985 |
ILA BENEFIT FUND OFFICE2+ years Filed as: PMTA ILA BENEFIT FUND OFFICE Service code 14 · EIN 23-1734119 | Plan Administrator | $116,783 |
THE SEGAL COMPANY2+ years Service code 11 · EIN 13-1835864 | Actuarial | $80,560 |
LAZARD ASSET MANAGEMENT2+ years Service code 27 30 ROCKEFELLER PLAZA · NEW YORK, NY 10112 | Advisory (Plan) | $78,027 |
BUCHANAN INGERSOLL & ROONEY PC2+ years Filed as: BUCHANAN, INGERSOLL & ROONEY Service code 29 · EIN 25-1698000 | Legal | $75,855 |
HAMILTON & COMPANY2+ years Service code 27 · EIN 22-2142255 | Advisory (Plan) | $68,346 |
FREEDMAN & LORRY, P.C.2+ years Service code 29 · EIN 23-2158375 | Legal | $55,002 |
VAN HORN INSURANCE AGENCY2+ years Service code 22 P.O. BOX 508 · MONTGOMERYVILLE, PA 18936 | Insurance Broker | $25,100 |
FISCHER DORWART, P.C.2+ years Service code 10 · EIN 23-2247478 | Accounting | $20,310 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $49,677-100.0% | $442,730-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 3.6%-3.6pp |
| Annual return | 8.89% | 5.54%+3.4pp | 4.72%+4.2pp | 11.88%-3.0pp |
| Employer contribution / active EE | $40,550 | $25,709+57.7% | $30,821+31.6% | $14,612+177.5% |
| Participant deferral / active EE | $0 | $2,149-100.0% | $113-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $2,146-100.0% | $637-100.0% |