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 | $66,486+145.0% | $81,370+100.1% | $77,762+109.4% |
| Participation rate | 97.9% | 68.7%+29.2pp | 69.5%+28.3pp | 70.6%+27.3pp |
| Annual return | 15.31% | 15.95%-0.6pp | 24.85%-9.5pp | 31.27%-16.0pp |
| Employer contribution / active EE | $6,330 | $2,158+193.4% | $2,464+156.9% | $2,728+132.0% |
| Participant deferral / active EE | $6,230 | $3,677+69.5% | $3,885+60.4% | $4,651+34.0% |
| Admin fee / account holder | $212 | $586-63.8% | $5,749-96.3% | $433-51.0% |