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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $40,323 |
Service code 13 1110 N. MOUNTAIN RD · HARRISBURG, PA 17112 | Contract Administrator | $23,654 |
STONEBRIDGE1 year Filed as: STONEBRIDGE FINANCIAL GROUP Service code 27 · EIN 46-1727685 | Advisory (Plan) | $22,840 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,287 | $106,110-58.3% | $147,005-69.9% | $77,671-43.0% |
| Participation rate | 93.3% | 78.4%+14.9pp | 82.2%+11.2pp | 70.6%+22.8pp |
| Annual return | 11.58% | 56.77%-45.2pp | 418.76%-407.2pp | 31.21%-19.6pp |
| Employer contribution / active EE | $653 | $4,065-83.9% | $4,934-86.8% | $2,726-76.1% |
| Participant deferral / active EE | $3,811 | $7,992-52.3% | $8,070-52.8% | $4,648-18.0% |
| Admin fee / account holder | $210 | $338-37.9% | $13,006-98.4% | $430-51.3% |