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| Provider | Service type | Compensation |
|---|---|---|
FELIX & GLOEKLER3+ years Service code 10 · EIN 26-0001555 2306 PENINSULA DRIVE · ERIE, PA 16506 | Accounting | $7,750 |
Participant contribution per participant 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 | $49,554 | $44,873+10.4% | $79,467-37.6% | $56,289-12.0% |
| Participation rate | 100.0% | 68.7%+31.3pp | 73.3%+26.7pp | 69.9%+30.1pp |
| Annual return | 6.03% | 0.81%+5.2pp | 718.30%-712.3pp | -9.96%+16.0pp |
| Employer contribution / active EE | $2,104 | $2,140-1.7% | $2,800-24.9% | $2,111-0.3% |
| Participant deferral / active EE | $44 | $2,746-98.4% | $3,704-98.8% | $3,350-98.7% |
| Admin fee / account holder | $233 | $418-44.3% | $5,104-95.4% | $521-55.2% |