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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT PROCESSING, INC.7+ years Service code 13 · EIN 23-2204388 | Contract Administrator | $86,309 |
COZEN O'CONNOR4 years Filed as: COZEN O'CONNER Service code 29 457 HADDONFIELD ROAD · CHERRY HILL, NJ 08002 | Legal | $31,767 |
STRATEGIC ADVISORS, INC.6 years Filed as: STRATEGIC ADVISORS Service code 27 · EIN 04-2654524 | Advisory (Plan) | $24,325 |
FREEDMAN & LORRY, P.C.7+ years Service code 29 · EIN 23-2158375 | Legal | $15,000 |
ILA BENEFIT FUND OFFICE7+ years Service code 14 · EIN 23-1734119 | Plan Administrator | $9,002 |
FISCHER DORWART, P.C.7+ years Service code 10 · EIN 23-2247478 | Accounting | $7,500 |
FISHER & PHILLIPS1 year Filed as: FISHER & PHILLIPS, LLC Service code 28 100 N 18TH ST. · PHILADELPHIA, PA 19103 | Investment Management | $7,500 |
Filed as: FIDELITY INVESTMENTS Service code 60 | Sub-TA Fees | $0 |
Service code 50 · EIN 04-2647786 | Direct Payment | -$81,875 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,966 | $58,347+107.3% | $85,693+41.2% | $86,813+39.3% |
| Participation rate | 94.5% | 64.9%+29.6pp | 69.9%+24.6pp | 72.3%+22.2pp |
| Annual return | 14.52% | 18.43%-3.9pp | 21.49%-7.0pp | 97.93%-83.4pp |
| Employer contribution / active EE | $11,216 | $1,751+540.6% | $2,618+328.4% | $2,406+366.2% |
| Participant deferral / active EE | $1,386 | $3,065-54.8% | $3,923-64.7% | $4,131-66.5% |
| Admin fee / account holder | $219 | $147+48.6% | $6,874-96.8% | $170+29.2% |