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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 | $125,431 |
90 DEGREE BENEFITS1 year Service code 13 · EIN 25-1319965 6345 FLANK DRIVE SUITE 400 · HARRISBURG, PA 17112 | Contract Administrator | $58,549 |
O'DONOGHUE & O'DONOGHUE1 year Filed as: O'DONOGHUE & O'DONOOGHUE Service code 29 · EIN 53-0120528 325 CHESTNUT STREET, SUITE 515 · PHILADELPHIA, PA 19106 | Legal | $11,806 |
ALAN ROSS & COMPANY, PC7+ years Filed as: ALAN ROSS & COMPANY PC Service code 10 · EIN 20-5367494 10 HEARTHSTONE COURT · READING, PA 19606 | Accounting | $8,250 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,271 | $47,766-45.0% | $82,763-68.3% | $64,824-59.5% |
| Participation rate | 100.0% | 67.7%+32.3pp | 72.6%+27.4pp | 71.5%+28.5pp |
| Annual return | -7.45% | -13.06%+5.6pp | 702.45%-709.9pp | 32.84%-40.3pp |
| Employer contribution / active EE | $2,577 | $2,182+18.1% | $3,008-14.3% | $2,507+2.8% |
| Participant deferral / active EE | $0 | $3,332-100.0% | $4,395-100.0% | $4,311-100.0% |
| Admin fee / account holder | $231 | $143+61.4% | $5,325-95.7% | $188+22.9% |