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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 23-1735188 2090 LINGLESTOWN ROAD · HARRISBURG, PA 17110 | Other Fees | $200 |
Service code 27 2142 MARKET ST STE A101 · CAMP HILL, PA 17011 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,738 | $89,364-39.9% | $141,177-61.9% | $72,983-26.4% |
| Participation rate | 51.2% | 75.1%-23.9pp | 82.5%-31.3pp | 69.5%-18.3pp |
| Annual return | 26.20% | 111.86%-85.7pp | 71.40%-45.2pp | 81.01%-54.8pp |
| Employer contribution / active EE | $1,957 | $3,115-37.2% | $4,736-58.7% | $2,440-19.8% |
| Participant deferral / active EE | $3,419 | $5,419-36.9% | $6,710-49.0% | $3,608-5.2% |
| Admin fee / account holder | $5 | $5,959-99.9% | $10,263-100.0% | $5,124-99.9% |