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| Provider | Service type | Compensation |
|---|---|---|
ILA BENEFIT FUND OFFICE10+ years Service code 14 · EIN 23-1734119 | Plan Administrator | $94,493 |
STRATEGIC ADVISORS, INC.9 years Filed as: STRATEGIC ADVISORS Service code 27 · EIN 04-2654524 | Advisory (Plan) | $35,556 |
COZEN O'CONNOR7 years Filed as: COZEN O'CONNER Service code 29 457 HADDONFIELD ROAD · CHERRY HILL, NJ 08002 | Legal | $15,000 |
SPEAR WILDERMAN3 years Service code 29 230 BROAD ST. STE 1400 · PHILADELPHIA, PA 19102 | Legal | $15,000 |
Filed as: BRIDGEWAY BENEFIT TECHNOLOGIES LLC Service code 15 3000 S LENOLA RD STE 400, · MAPLE SHADE, NJ 08052 | Recordkeeping | $14,262 |
FISCHER DORWART, P.C.10+ years Service code 10 · EIN 23-2247478 | Accounting | $8,500 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INVESTMENTS Service code 60 | Sub-TA Fees | $0 |
Service code 50 · EIN 04-2647786 | Direct Payment | -$104,375 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,099 | $55,402+129.4% | $76,089+67.0% | $77,714+63.5% |
| Participation rate | 100.0% | 63.6%+36.4pp | 69.1%+30.9pp | 70.6%+29.4pp |
| Annual return | 15.38% | 17.09%-1.7pp | 360.94%-345.6pp | 31.26%-15.9pp |
| Employer contribution / active EE | $11,407 | $1,789+537.5% | $2,690+324.1% | $2,727+318.3% |
| Participant deferral / active EE | $1,578 | $3,450-54.3% | $4,259-63.0% | $4,649-66.1% |
| Admin fee / account holder | $177 | $410-56.9% | $6,418-97.2% | $433-59.2% |