Filed May 17, 2023
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KATHMERE CAPITAL MANAGEMENT. Service code 27 435 DEVON PARK DR · WAYNE, PA 19087 | Advisory (Plan) | $44,572 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $29,134 |
Filed as: BOYER & RITTER Service code 10 211 HOUSE RD · CAMP HILL, PA 17011 | Accounting | $6,900 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,860 | $66,457+145.1% | $81,438+100.0% | $77,671+109.7% |
| Participation rate | 97.9% | 68.7%+29.1pp | 69.5%+28.4pp | 70.6%+27.3pp |
| Annual return | 15.31% | 15.93%-0.6pp | 24.74%-9.4pp | 31.21%-15.9pp |
| Employer contribution / active EE | $6,330 | $2,159+193.2% | $2,460+157.3% | $2,726+132.2% |
| Participant deferral / active EE | $6,230 | $3,679+69.3% | $3,883+60.4% | $4,648+34.0% |
| Admin fee / account holder | $212 | $583-63.6% | $5,764-96.3% | $430-50.7% |