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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 84-4000013 1000 WEST VALLEY ROAD · SOUTHEASTERN, PA 19399 | Contract Administrator | $48,477 |
THE MCKEOGH COMPANY11+ years Service code 11 · EIN 23-3003375 1001 CONSHOHOCKENN STATE ROAD, SUIT · CONSHOHOCKEN, PA 19428 | Actuarial | $25,000 |
MERANZE KATZ AND GAUDIOSO PC3 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 PC11+ years Service code 10 · EIN 23-2978066 400 S KINGS HIGHWAY · CHERRY HILL, NJ 08034 | Accounting | $14,083 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $541,735-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 42.9%-42.9pp | - |
| Annual return | 252.94% | 67.60%+185.3pp | 8.33%+244.6pp | - |
| Employer contribution / active EE | $0 | $17,218-100.0% | $38,979-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $0 | - |
| Admin fee / account holder | $0 | $0 | $2,425-100.0% | - |