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| Provider | Service type | Compensation |
|---|---|---|
THE MCKEOGH COMPANY10+ years Service code 11 · EIN 23-3003375 1001 CONSHOHOCKENN STATE ROAD, SUIT · CONSHOHOCKEN, PA 19428 | Actuarial | $120,175 |
Service code 13 · EIN 84-4000013 1000 WEST VALLEY ROAD · SOUTHEASTERN, PA 19399 | Contract Administrator | $80,170 |
MERANZE KATZ AND GAUDIOSO PC2 years Filed as: MERANZE, KATZ & GAUDIOSO PC Service code 29 · EIN 23-2943773 121 SOUTH BROAD STREET · PHILADELPHIA, PA 19107 | Legal | $24,000 |
BACHELER & COMPANY PC10+ years Service code 10 · EIN 23-2978066 400 S KINGS HIGHWAY · CHERRY HILL, NJ 08034 | Accounting | $14,396 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $937,755-100.0% | $468,422-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 30.5%-30.5pp | - |
| Annual return | 225.04% | 72.14%+152.9pp | 6.89%+218.2pp | - |
| Employer contribution / active EE | $0 | $14,822-100.0% | $43,785-100.0% | - |
| Participant deferral / active EE | $0 | $3,727-100.0% | $44-100.0% | - |
| Admin fee / account holder | $0 | $14,090-100.0% | $1,988-100.0% | - |