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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 16-1065416 3501 MASONS MILL ROAD, SUITE 505 · HUNTINGDON VALLEY, PA 19006 | Investment Management | $79,922 |
90 DEGREE BENEFITS4 years Service code 13 · EIN 25-1319965 6345 FLANK DRIVE SUITE 400 · HARRISBURG, PA 17112 | Contract Administrator | $53,302 |
CAP FINANCIAL PARTNERS, LLC3 years Filed as: CAP FINANCIAL PARTNERS LLC Service code 27 · EIN 26-0058143 600 HAMILTON ST 900 · ALLENTOWN, PA 18101 | Advisory (Plan) | $50,095 |
O'DONOGHUE & O'DONOGHUE4 years Filed as: O'DONOGHUE & O'DONOOGHUE Service code 29 · EIN 53-0120528 325 CHESTNUT STREET, SUITE 515 · PHILADELPHIA, PA 19106 | Legal | $23,215 |
ALAN ROSS & COMPANY, PC10+ years Filed as: ALAN ROSS & COMPANY PC Service code 10 · EIN 20-5367494 10 HEARTHSTONE COURT · READING, PA 19606 | Accounting | $8,750 |
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 | $34,969 | $44,206-20.9% | $94,057-62.8% | $64,728-46.0% |
| Participation rate | 100.0% | 51.0%+49.0pp | 73.3%+26.7pp | 57.9%+42.1pp |
| Annual return | 9.20% | 259.42%-250.2pp | 480.62%-471.4pp | 49.38%-40.2pp |
| Employer contribution / active EE | $2,216 | $1,635+35.5% | $2,933-24.5% | $2,243-1.2% |
| Participant deferral / active EE | $0 | $1,902-100.0% | $4,709-100.0% | $2,729-100.0% |
| Admin fee / account holder | $274 | $1,230-77.7% | $7,244-96.2% | $1,145-76.0% |