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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT PROCESSING, INC.3+ years Service code 13 · EIN 23-2204388 | Contract Administrator | $78,528 |
ILA BENEFIT FUND OFFICE3+ years Service code 14 · EIN 23-1734119 | Plan Administrator | $29,224 |
HAMILTON & COMPANY3+ years Service code 28 · EIN 22-2142255 | Investment Management | $15,408 |
FREEDMAN & LORRY, P.C.3+ years Service code 29 · EIN 23-2158375 | Legal | $15,000 |
STRATEGIC ADVISORS, INC.2 years Filed as: STRATEGIC ADVISORS Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,958 |
COZEN O'CONNOR1 year Service code 11 1650 MARKET PLACE · PHILADELPHIA, PA 19103 | Actuarial | $7,500 |
FISCHER DORWART, P.C.3+ years Service code 10 · EIN 23-2247478 | Accounting | $6,472 |
BUCHANAN INGERSOLL & ROONEY PC3+ years Filed as: BUCHANAN, INGERSOLL & ROONEY, P.C. Service code 29 · EIN 25-1698000 | Legal | $5,000 |
Filed as: FIDELITY INVESTMENTS Service code 60 | Sub-TA Fees | $0 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | -$29,300 |
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 | $110,682 | $44,059+151.2% | $71,671+54.4% | $69,631+59.0% |
| Participation rate | 97.1% | 60.8%+36.3pp | 68.7%+28.4pp | 70.7%+26.4pp |
| Annual return | 17.91% | 21.97%-4.1pp | 20.65%-2.7pp | 27571.02%-27553.1pp |
| Employer contribution / active EE | $8,835 | $1,305+577.1% | $2,460+259.2% | $2,032+334.8% |
| Participant deferral / active EE | $464 | $2,370-80.4% | $3,438-86.5% | $3,224-85.6% |
| Admin fee / account holder | $215 | $108+99.4% | $5,558-96.1% | $110+94.4% |