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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT PROCESSING, INC.6+ years Service code 13 · EIN 23-2204388 | Contract Administrator | $82,860 |
STRATEGIC ADVISORS, INC.5 years Filed as: STRATEGIC ADVISORS Service code 27 · EIN 04-2654524 | Advisory (Plan) | $22,485 |
ILA BENEFIT FUND OFFICE6+ years Service code 14 · EIN 23-1734119 | Plan Administrator | $22,287 |
COZEN O'CONNOR3 years Filed as: COZEN O'CONNER Service code 29 457 HADDONFIELD ROAD · CHERRY HILL, NJ 08002 | Legal | $18,487 |
FREEDMAN & LORRY, P.C.6+ years Service code 29 · EIN 23-2158375 | Legal | $15,000 |
FISCHER DORWART, P.C.6+ years Service code 10 · EIN 23-2247478 | Accounting | $7,500 |
HAMILTON & COMPANY6+ years Service code 28 · EIN 22-2142255 | Investment Management | $7,000 |
Filed as: FIDELITY INVESTMENTS Service code 60 | Sub-TA Fees | $0 |
Service code 50 · EIN 04-2647786 | Direct Payment | -$64,625 |
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 | $114,948 | $51,288+124.1% | $81,982+40.2% | $73,412+56.6% |
| Participation rate | 93.7% | 64.0%+29.7pp | 69.3%+24.4pp | 72.2%+21.5pp |
| Annual return | 18.31% | 29.48%-11.2pp | 41.31%-23.0pp | 59.30%-41.0pp |
| Employer contribution / active EE | $9,009 | $1,487+505.9% | $2,498+260.6% | $2,234+303.3% |
| Participant deferral / active EE | $1,033 | $2,715-62.0% | $3,722-72.3% | $3,806-72.9% |
| Admin fee / account holder | $204 | $125+62.6% | $5,665-96.4% | $158+29.0% |