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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT PROCESSING, INC.4+ years Service code 13 · EIN 23-2204388 | Contract Administrator | $79,964 |
ILA BENEFIT FUND OFFICE4+ years Service code 14 · EIN 23-1734119 | Plan Administrator | $22,129 |
STRATEGIC ADVISORS, INC.3 years Filed as: STRATEGIC ADVISORS Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,452 |
COZEN O'CONNOR1 year Filed as: COZEN O'CONNER Service code 29 457 HADDONFIELD ROAD · CHERRY HILL, NJ 08002 | Legal | $15,283 |
FREEDMAN & LORRY, P.C.4+ years Service code 29 · EIN 23-2158375 | Legal | $15,000 |
FISCHER DORWART, P.C.4+ years Service code 10 · EIN 23-2247478 | Accounting | $7,250 |
HAMILTON & COMPANY4+ years Service code 28 · EIN 22-2142255 | Investment Management | $7,000 |
Filed as: FIDELITY INVESTMENTS Service code 60 | Sub-TA Fees | $0 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | -$46,950 |
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 | $104,471 | $41,467+151.9% | $67,313+55.2% | $55,725+87.5% |
| Participation rate | 97.1% | 62.5%+34.6pp | 69.1%+28.0pp | 70.9%+26.3pp |
| Annual return | -5.07% | 0.82%-5.9pp | -4.08%-1.0pp | 244.93%-250.0pp |
| Employer contribution / active EE | $9,797 | $1,316+644.2% | $2,566+281.8% | $2,078+371.4% |
| Participant deferral / active EE | $544 | $2,399-77.3% | $3,568-84.8% | $3,356-83.8% |
| Admin fee / account holder | $217 | $102+112.2% | $4,507-95.2% | $115+88.0% |