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| Provider | Service type | Compensation |
|---|---|---|
HS MANAGEMENT PARTNERS, LLC6 years Filed as: EB MANAGEMENT Service code 15 · EIN 91-1999591 | Recordkeeping | $283,480 |
CALLAN ASSOCIATES4 years Filed as: CALLAN Service code 27 · EIN 82-2748926 | Advisory (Plan) | $107,141 |
BMO HARRIS BANK NA9 years Filed as: M&T BANK Service code 18 · EIN 16-0538020 | Float revenue; Custodial (other than ... | $83,582 |
Service code 28 161 WASHINGTON STREET · CONSHOHOCKEN, PA 19428 | Investment Management | $58,233 |
LEGACY PROFESSIONALS LLP10+ years Service code 10 · EIN 32-0043599 | Accounting | $45,882 |
MARCO CONSULTING GROUP2 years Filed as: MARCO, MCGUIRE, & ARREOLA Service code 29 · EIN 88-4115449 | Legal | $16,096 |
WILSON-MCSHANE CORPORATION10+ years Filed as: WILSON-MCSHANE Service code 13 · EIN 41-0956552 | Contract Administrator | $8,400 |
Filed as: STATE STREET GLOBAL Service code 28 · EIN 81-4017137 | Investment Management | $5,739 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,820 | $86,936-71.5% | $102,437-75.8% | $99,313-75.0% |
| Participation rate | 100.0% | 81.7%+18.3pp | 74.5%+25.5pp | 71.7%+28.3pp |
| Annual return | 10.87% | 14.99%-4.1pp | 24.95%-14.1pp | 17.67%-6.8pp |
| Employer contribution / active EE | $3,034 | $3,925-22.7% | $3,871-21.6% | $3,264-7.1% |
| Participant deferral / active EE | $0 | $3,825-100.0% | $5,060-100.0% | $5,346-100.0% |
| Admin fee / account holder | $68 | $140-51.5% | $8,388-99.2% | $109-37.7% |