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| Provider | Service type | Compensation |
|---|---|---|
ILA BENEFIT FUND OFFICE9+ years Service code 14 · EIN 23-1734119 | Plan Administrator | $65,763 |
BENEFIT PROCESSING, INC.1 year Filed as: BENEFIT PROCESSING INC. Service code 13 · EIN 23-2204388 | Contract Administrator | $45,850 |
STRATEGIC ADVISORS, INC.8 years Filed as: STRATEGIC ADVISORS Service code 27 · EIN 04-2654524 | Advisory (Plan) | $34,523 |
COZEN O'CONNOR6 years Filed as: COZEN O'CONNER Service code 29 457 HADDONFIELD ROAD · CHERRY HILL, NJ 08002 | Legal | $19,956 |
SPEAR WILDERMAN2 years Service code 29 230 BROAD ST. STE 1400 · PHILADELPHIA, PA 19102 | Legal | $15,000 |
Filed as: BRIDGEWAY BENEFIT TECHNOLOGIES LLC Service code 15 3000 S LENOLA RD STE 400, · MAPLE SHADE, NJ 08052 | Recordkeeping | $12,526 |
FISCHER DORWART, P.C.9+ years Service code 10 · EIN 23-2247478 | Accounting | $8,750 |
Filed as: FIDELITY INVESTMENTS Service code 60 | Sub-TA Fees | $0 |
Service code 50 · EIN 04-2647786 | Direct Payment | -$104,500 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,383 | $49,693+118.1% | $70,544+53.6% | $74,460+45.6% |
| Participation rate | 100.0% | 64.7%+35.3pp | 68.4%+31.6pp | 70.7%+29.3pp |
| Annual return | 21.05% | 21.22%-0.2pp | 32.79%-11.7pp | 34.38%-13.3pp |
| Employer contribution / active EE | $10,846 | $1,773+511.7% | $2,976+264.5% | $2,638+311.1% |
| Participant deferral / active EE | $1,446 | $3,376-57.2% | $4,568-68.3% | $4,530-68.1% |
| Admin fee / account holder | $189 | $316-40.1% | $6,427-97.1% | $348-45.6% |