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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 20-4056745 2500 MCCELLAN AVE, SUITE 140 · PENNSAUKEN, NJ 08109 | Contract Administrator | $24,131 |
ALAN ROSS & COMPANY, PC5+ years Service code 10 · EIN 20-5367494 10 HEARTHSTONE COURT, SUITE 100 · READING, PA 19606 | Accounting | $8,500 |
WILLIG, WILLIAMS & DAVIDSON5+ years Service code 29 · EIN 23-2416488 1845 WALNUT STREET · PHILADELPHIA, PA 19103 | Legal | $5,345 |
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 | $33,898 | $55,790-39.2% | $76,817-55.9% | $67,579-49.8% |
| Participation rate | 100.0% | 71.1%+28.9pp | 72.1%+27.9pp | 71.3%+28.7pp |
| Annual return | 16.22% | 64.45%-48.2pp | 1166.11%-1149.9pp | 378.56%-362.3pp |
| Employer contribution / active EE | $2,805 | $1,810+55.0% | $2,302+21.9% | $2,148+30.6% |
| Participant deferral / active EE | $746 | $2,875-74.0% | $3,336-77.6% | $3,539-78.9% |
| Admin fee / account holder | $83 | $159-48.1% | $6,420-98.7% | $142-42.0% |