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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT PROCESSING, INC.2+ years Service code 13 · EIN 23-2204388 | Contract Administrator | $81,627 |
ILA BENEFIT FUND OFFICE2+ years Service code 14 · EIN 23-1734119 | Plan Administrator | $29,196 |
BUCHANAN INGERSOLL & ROONEY PC2+ years Filed as: BUCHANAN, INGERSOLL & ROONEY, P.C. Service code 29 · EIN 25-1698000 | Legal | $21,875 |
THE SEGAL COMPANY2+ years Service code 11 · EIN 13-1835864 | Actuarial | $17,424 |
HAMILTON & COMPANY2+ years Service code 28 · EIN 22-2142255 | Investment Management | $15,954 |
FREEDMAN & LORRY, P.C.2+ years Service code 29 · EIN 23-2158375 | Legal | $15,000 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISORS Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,954 |
FISCHER DORWART, P.C.2+ years Service code 10 · EIN 23-2247478 | Accounting | $8,191 |
Filed as: FIDELITY INVESTMENTS Service code 60 | Sub-TA Fees | $0 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | -$21,875 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $94,081 | $39,819+136.3% | $67,834+38.7% | $57,658+63.2% |
| Participation rate | 97.0% | 61.2%+35.8pp | 68.8%+28.2pp | 70.2%+26.8pp |
| Annual return | 6.90% | 9.19%-2.3pp | 138.47%-131.6pp | 5.13%+1.8pp |
| Employer contribution / active EE | $8,567 | $1,277+571.0% | $2,403+256.5% | $1,974+334.1% |
| Participant deferral / active EE | $299 | $2,209-86.5% | $3,160-90.5% | $3,061-90.2% |
| Admin fee / account holder | $260 | $84+211.0% | $4,622-94.4% | $95+175.1% |