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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VALLEY FORGE INVESTMENT MANAGEMENT Service code 27 · EIN 23-1910603 | Advisory (Plan) | $23,350 |
CONRAD SIEGEL1+ years Filed as: CONRAD SIEGEL ACTUARIES Service code 15 · EIN 23-1669823 PO BOX 5900 · HARRISBURG, PA 171100900 | Recordkeeping | $7,484 |
CHARLES SCHWAB & CO., INC.1+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $5,250 |
ARTISAN PARTNERS1+ years Filed as: ARTISAN PARTNERS LIMITED PARTNERSHI Service code 28 · EIN 39-1811840 | Investment Management | $0 |
BLACKROCK1+ years Filed as: BLACKROCK ADVISORS LLC Service code 28 · EIN 51-0318674 | Investment Management | $0 |
AMERICAN FUNDS1+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT COM Service code 28 · EIN 95-1411037 | Investment Management | $0 |
DODGE & COX1+ years Service code 28 · EIN 94-1441976 | Investment Management | $0 |
THE BANK OF NEW YORK MELLON1+ years Filed as: DREYFUS CORPORATION Service code 28 144 GLENN CURTISS BLVD · UNIONDALE, NY 115560144 | Investment Management | $0 |
GOLDMAN SACHS1+ years Filed as: GOLDMAN SACHS ASSET MANAGEMENT, L.P Service code 28 · EIN 13-4019460 | Investment Management | $0 |
HARBOR1+ years Filed as: HARBOR CAPITAL ADVISORS INC Service code 28 · EIN 04-2679462 | Investment Management | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $86,739 | $70,002+23.9% | $115,038-24.6% | $52,331+65.8% |
| Participation rate | 100.0% | 72.1%+27.9pp | 81.4%+18.6pp | 68.1%+31.9pp |
| Annual return | -0.59% | 4.04%-4.6pp | 26.14%-26.7pp | 4.54%-5.1pp |
| Employer contribution / active EE | $6,849 | $2,715+152.3% | $4,608+48.6% | $1,882+264.0% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $6,026-100.0% | $3,022-100.0% |
| Admin fee / account holder | $308 | $566-45.5% | $8,175-96.2% | $592-47.9% |