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| Provider | Service type | Compensation |
|---|---|---|
Filed as: INVESTMENT PERFORMANCE SERVICE LLC Service code 28 642 NEWTOWN YARDLEY RD #205 · NEWTOWN, PA 18940 | Investment Management | $159,317 |
Filed as: HORIZON ACTUARIAL SERVICES Service code 11 · EIN 26-1370698 | Actuarial | $71,554 |
LAPADULA CARLSON & CO5 years Filed as: LAPADULA CARLSON & CO. Service code 13 · EIN 65-0292391 | Contract Administrator | $48,099 |
ARNALL GOLDEN GREGORY LLP4 years Service code 29 · EIN 58-0543673 | Legal | $43,226 |
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Employer contribution per participant 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 | $0 | $2,098,847-100.0% | $454,052-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 4.8%-4.8pp | 18.4%-18.4pp | 0.7%-0.7pp |
| Annual return | 22.42% | 11.84%+10.6pp | 8.95%+13.5pp | 13.24%+9.2pp |
| Employer contribution / active EE | $4,665 | $12,426-62.5% | $46,559-90.0% | $14,616-68.1% |
| Participant deferral / active EE | $0 | $614-100.0% | $131-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $3,320-100.0% | $19,831-100.0% | $4,137-100.0% |