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| Provider | Service type | Compensation |
|---|---|---|
HIRTLE, CALLAGHAN & COMPANY1+ years Filed as: HIRTLE CALLAGHAN Service code 26 · EIN 23-2516071 FIVE TOWER BRIDGE SUITE 500 · WEST CONSHOHOCKEN, PA 194282998 | Advisory (Participants) | $444,466 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: DEUTSCHE BANK Service code 19 · EIN 13-4941247 280 PARK AVENUE 7TH FLOOR · NEW YORK, NY 100171216 | Securities Custodian | $58,113 |
NORTHWEST RETIREMENT SERVICES1+ years Service code 15 · EIN 25-1809719 1030 STATE STREET SUITE 2 · ERIE, PA 16501 | Recordkeeping | $32,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $145,191 | $88,324+64.4% | $115,038+26.2% | $55,191+163.1% |
| Participation rate | 96.8% | 72.5%+24.2pp | 81.4%+15.4pp | 69.2%+27.6pp |
| Annual return | -0.89% | 6.30%-7.2pp | 26.14%-27.0pp | 10.78%-11.7pp |
| Employer contribution / active EE | $3,030 | $2,805+8.0% | $4,608-34.2% | $1,899+59.6% |
| Participant deferral / active EE | $6,685 | $5,042+32.6% | $6,026+10.9% | $3,046+119.4% |
| Admin fee / account holder | $704 | $105+568.4% | $8,175-91.4% | $91+675.9% |