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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT PROCESSING, INC.8+ years Service code 13 · EIN 23-2204388 | Contract Administrator | $86,577 |
COZEN O'CONNOR5 years Filed as: COZEN O'CONNER Service code 29 457 HADDONFIELD ROAD · CHERRY HILL, NJ 08002 | Legal | $42,553 |
ILA BENEFIT FUND OFFICE8+ years Service code 14 · EIN 23-1734119 | Plan Administrator | $32,229 |
STRATEGIC ADVISORS, INC.7 years Filed as: STRATEGIC ADVISORS Service code 27 · EIN 04-2654524 | Advisory (Plan) | $25,759 |
SPEAR WILDERMAN1 year Service code 29 230 BROAD ST. STE 1400 · PHILADELPHIA, PA 19102 | Legal | $15,000 |
FISHER & PHILLIPS2 years Filed as: FISHER & PHILLIPS, LLC Service code 28 100 N 18TH ST. · PHILADELPHIA, PA 19103 | Investment Management | $11,250 |
FISCHER DORWART, P.C.8+ years Service code 10 · EIN 23-2247478 | Accounting | $8,885 |
Filed as: FIDELITY INVESTMENTS Service code 60 | Sub-TA Fees | $0 |
Service code 50 · EIN 04-2647786 | Direct Payment | -$104,300 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,622 | $44,764+113.6% | $68,808+39.0% | $64,819+47.5% |
| Participation rate | 100.0% | 64.8%+35.2pp | 69.0%+31.0pp | 71.5%+28.5pp |
| Annual return | -19.27% | -10.91%-8.4pp | -6.37%-12.9pp | 32.84%-52.1pp |
| Employer contribution / active EE | $10,872 | $1,775+512.4% | $2,656+309.4% | $2,507+333.7% |
| Participant deferral / active EE | $1,552 | $3,238-52.1% | $3,942-60.6% | $4,311-64.0% |
| Admin fee / account holder | $235 | $151+55.0% | $4,936-95.2% | $188+24.9% |