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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PA RETIREMENT SOLUTIONS Service code 64 · EIN 27-2487837 1110 N MOUNTAIN RD · HARRISBURG, PA 17112 | Recordkeeping Fees | $7,798 |
RKL LLP1 year Service code 10 PO BOX 8408 · LANCASTER, PA 17604 | Accounting | $7,483 |
LPL FINANCIAL4 years Filed as: WADDELL & REED Service code 51 6300 LAMAR AVE · SHAWNEE MISSION, KS 662019217 | Investment Mgmt Fees | $7,280 |
NATIONWIDE4 years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $6,716 |
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 | $16,917 | $52,293-67.7% | $178,503-90.5% | $73,412-77.0% |
| Participation rate | 71.2% | 65.3%+5.9pp | 81.9%-10.7pp | 72.2%-1.0pp |
| Annual return | 6.39% | 34.75%-28.4pp | 151.12%-144.7pp | 59.30%-52.9pp |
| Employer contribution / active EE | $594 | $1,736-65.8% | $5,011-88.1% | $2,234-73.4% |
| Participant deferral / active EE | $2,140 | $2,333-8.3% | $5,202-58.9% | $3,806-43.8% |
| Admin fee / account holder | $94 | $127-25.9% | $13,987-99.3% | $158-40.2% |