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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT PROCESSING, INC.5+ years Service code 13 · EIN 23-2204388 | Contract Administrator | $85,714 |
STRATEGIC ADVISORS, INC.4 years Filed as: STRATEGIC ADVISORS Service code 27 · EIN 04-2654524 | Advisory (Plan) | $24,440 |
ILA BENEFIT FUND OFFICE5+ years Service code 14 · EIN 23-1734119 | Plan Administrator | $22,164 |
COZEN O'CONNOR2 years Filed as: COZEN O'CONNER Service code 29 457 HADDONFIELD ROAD · CHERRY HILL, NJ 08002 | Legal | $16,110 |
FREEDMAN & LORRY, P.C.5+ years Service code 29 · EIN 23-2158375 | Legal | $15,000 |
FISCHER DORWART, P.C.5+ years Service code 10 · EIN 23-2247478 | Accounting | $7,985 |
HAMILTON & COMPANY5+ 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 | -$59,100 |
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 | $119,442 | $46,423+157.3% | $75,901+57.4% | $67,579+76.7% |
| Participation rate | 96.9% | 63.1%+33.8pp | 69.3%+27.6pp | 71.3%+25.6pp |
| Annual return | 21.89% | 32.29%-10.4pp | 30.76%-8.9pp | 378.56%-356.7pp |
| Employer contribution / active EE | $10,382 | $1,406+638.2% | $2,501+315.1% | $2,148+383.4% |
| Participant deferral / active EE | $778 | $2,564-69.7% | $3,603-78.4% | $3,539-78.0% |
| Admin fee / account holder | $227 | $132+72.1% | $5,420-95.8% | $142+59.4% |