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| Provider | Service type | Compensation |
|---|---|---|
BEACON POINTE ADVISORS LLC2 years Filed as: BEACON ADMINISTRATORS & CONSULTANTS Service code 12 20000 HORIZON WAY · MOUNT LAUREL, NJ 08054 | Claims processing; Recordkeeping and ... | $110,400 |
KOSMERL & COMPANY, P.C.1 year Filed as: KOSMERL & CO., P.C. Service code 10 · EIN 23-2872012 535 N 5TH STREET · READING, PA 19601 | Accounting | $58,436 |
Filed as: MORGAN STANLEY-GRAYSTONE CONSULTING Service code 28 · EIN 22-0033315 5050 KINGSLEY DRIVE · CINCINNATI, OH 45263 | Investment Management | $40,000 |
STEVENS & LEE7+ years Service code 29 · EIN 23-2690261 PO BOX 62330 · KING OF PRUSSIA, PA 19406 | Legal | $33,270 |
CLEARY, JOSEM & TRIGIANI LLP7+ years Service code 29 · EIN 23-2657967 325 CHESNUT ST. SUITE 20 · PHILADELPHIA, PA 19103 | Legal | $20,116 |
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 | $34,117 | $58,347-41.5% | $85,709-60.2% | $86,821-60.7% |
| Participation rate | 94.5% | 64.9%+29.6pp | 69.9%+24.7pp | 72.3%+22.2pp |
| Annual return | 7.54% | 18.43%-10.9pp | 21.49%-13.9pp | 97.94%-90.4pp |
| Employer contribution / active EE | $4,309 | $1,751+146.1% | $2,619+64.6% | $2,406+79.1% |
| Participant deferral / active EE | $0 | $3,065-100.0% | $3,924-100.0% | $4,132-100.0% |
| Admin fee / account holder | $150 | $147+1.8% | $6,876-97.8% | $170-11.5% |