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| Provider | Service type | Compensation |
|---|---|---|
FABIAN & BYRN LLC2 years Filed as: FABIAN & BYRN, LLC Service code 13 · EIN 25-1914887 400 FRANKLIN AVE, SUITE 135 · PHOENIXVILLE, PA 19460 | Contract Administrator | $24,300 |
ALAN ROSS & COMPANY, PC3+ years Service code 10 · EIN 20-5367494 10 HEARTHSTONE COURT, SUITE 100 · READING, PA 19606 | Accounting | $8,000 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,619 | $53,925-39.5% | $75,501-56.8% | $69,631-53.2% |
| Participation rate | 95.5% | 71.2%+24.3pp | 72.4%+23.1pp | 70.7%+24.8pp |
| Annual return | 10.64% | 17.84%-7.2pp | 27.35%-16.7pp | 27571.02%-27560.4pp |
| Employer contribution / active EE | $2,599 | $1,802+44.2% | $2,352+10.5% | $2,032+27.9% |
| Participant deferral / active EE | $112 | $2,569-95.6% | $3,142-96.4% | $3,224-96.5% |
| Admin fee / account holder | $82 | $97-15.2% | $5,801-98.6% | $110-25.4% |