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| Provider | Service type | Compensation |
|---|---|---|
HS MANAGEMENT PARTNERS, LLC3 years Filed as: EB MANAGEMENT Service code 15 · EIN 91-1999591 | Recordkeeping | $178,512 |
CALLAN ASSOCIATES1 year Filed as: CALLAN Service code 27 · EIN 94-2192581 | Advisory (Plan) | $63,554 |
BMO HARRIS BANK NA6 years Filed as: M&T BANK Service code 18 · EIN 16-0538020 | Custodial (other than securities); Fl... | $58,801 |
Service code 28 161 WASHINGTON STREET · CONSHOHOCKEN, PA 19428 | Investment Management | $27,936 |
LEGACY PROFESSIONALS LLP7+ years Service code 10 · EIN 32-0043599 | Accounting | $23,031 |
STATE STREET GLOBAL ADVISORS7+ years Service code 28 · EIN 81-4017137 | Investment Management | $15,458 |
GREGORIO MARCO2 years Filed as: GREGORIO AND MARCO, LTD Service code 29 · EIN 36-4028033 | Legal | $9,585 |
WILSON-MCSHANE CORPORATION7+ years Filed as: WILSON-MCSHANE Service code 13 · EIN 41-0956552 | Contract Administrator | $6,000 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $16,830 | $80,412-79.1% | $109,191-84.6% | $101,555-83.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 75.9%+24.1pp | 74.5%+25.5pp |
| Annual return | 9.85% | 16.17%-6.3pp | 25.76%-15.9pp | 21.00%-11.2pp |
| Employer contribution / active EE | $2,463 | $3,731-34.0% | $3,723-33.8% | $2,972-17.1% |
| Participant deferral / active EE | $0 | $3,396-100.0% | $4,653-100.0% | $4,874-100.0% |
| Admin fee / account holder | $46 | $135-66.0% | $6,756-99.3% | $139-67.1% |