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| Provider | Service type | Compensation |
|---|---|---|
FELIX & GLOEKLER2+ years Service code 10 · EIN 26-0001555 2306 PENINSULA DRIVE · ERIE, PA 16506 | Accounting | $8,735 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $52,121 | $50,637+2.9% | $86,582-39.8% | $62,293-16.3% |
| Participation rate | 100.0% | 67.9%+32.1pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 6.52% | 20.80%-14.3pp | 965.08%-958.6pp | 28.90%-22.4pp |
| Employer contribution / active EE | $2,497 | $2,075+20.3% | $2,839-12.1% | $2,042+22.3% |
| Participant deferral / active EE | $68 | $2,611-97.4% | $3,609-98.1% | $3,169-97.9% |
| Admin fee / account holder | $309 | $413-25.3% | $4,904-93.7% | $479-35.6% |