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| Provider | Service type | Compensation |
|---|---|---|
HS MANAGEMENT PARTNERS, LLC4 years Filed as: EB MANAGEMENT Service code 15 · EIN 91-1999591 | Recordkeeping | $193,105 |
CALLAN ASSOCIATES2 years Filed as: CALLAN Service code 27 · EIN 82-2748926 | Advisory (Plan) | $65,953 |
BMO HARRIS BANK NA7 years Filed as: M&T BANK Service code 18 · EIN 16-0538020 | Float revenue; Custodial (other than ... | $65,657 |
Service code 28 161 WASHINGTON STREET · CONSHOHOCKEN, PA 19428 | Investment Management | $35,870 |
LEGACY PROFESSIONALS LLP8+ years Service code 10 · EIN 32-0043599 | Accounting | $24,179 |
STATE STREET GLOBAL ADVISORS8+ years Service code 28 · EIN 81-4017137 | Investment Management | $18,453 |
WILSON-MCSHANE CORPORATION8+ years Filed as: WILSON-MCSHANE Service code 13 · EIN 41-0956552 | Contract Administrator | $8,987 |
GREGORIO MARCO3 years Filed as: GREGORIO AND MARCO, LTD Service code 29 · EIN 36-4028033 | Legal | $6,084 |
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 | $17,024 | $70,048-75.7% | $112,270-84.8% | $78,104-78.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 75.1%+24.9pp | 74.5%+25.5pp |
| Annual return | -13.73% | -10.85%-2.9pp | 27.49%-41.2pp | 10.90%-24.6pp |
| Employer contribution / active EE | $2,863 | $4,000-28.4% | $3,635-21.2% | $3,128-8.4% |
| Participant deferral / active EE | $0 | $3,679-100.0% | $4,729-100.0% | $5,089-100.0% |
| Admin fee / account holder | $52 | $127-59.1% | $6,411-99.2% | $79-34.2% |