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| Provider | Service type | Compensation |
|---|---|---|
FABIAN & BYRN LLC1 year Filed as: FABIAN & BYRN, LLC Service code 13 400 FRANKLIN AVE, SUITE 135 · PHOENIXVILLE, PA 19460 | Contract Administrator | $24,300 |
WILLIG, WILLIAMS & DAVIDSON2+ years Service code 29 · EIN 23-2416488 1845 WALNUT STREET · PHILADELPHIA, PA 19103 | Legal | $11,110 |
ALAN ROSS & COMPANY, PC2+ years Service code 10 · EIN 20-5367494 10 HEARTHSTONE COURT, SUITE 100 · READING, PA 19606 | Accounting | $7,750 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,958 | $50,106-40.2% | $70,014-57.2% | $57,658-48.0% |
| Participation rate | 100.0% | 70.9%+29.1pp | 71.8%+28.2pp | 70.2%+29.8pp |
| Annual return | 5.74% | 14.58%-8.8pp | 12.99%-7.2pp | 5.13%+0.6pp |
| Employer contribution / active EE | $2,631 | $1,739+51.3% | $2,338+12.5% | $1,974+33.3% |
| Participant deferral / active EE | $66 | $2,486-97.4% | $2,931-97.8% | $3,061-97.9% |
| Admin fee / account holder | $95 | $89+6.4% | $4,380-97.8% | $95+0.4% |