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| Provider | Service type | Compensation |
|---|---|---|
ATWATER MALICK LLC9 years Service code 27 3004 HEMPLAND ROAD, STE 1 · LANCASTER, PA 17601 | Advisory (Plan) | $128,345 |
Filed as: EMPOWER ANNUITY INSURANCE CO. Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $89,583 |
PA RETIREMENT SOLUTIONS, INC.10+ years Service code 13 · EIN 27-2487837 1110 N MOUNTAIN ROAD · HARRISBURG, PA 17112 | Contract Administrator | $30,976 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,754 | $50,820+96.3% | $155,567-35.9% | $77,671+28.4% |
| Participation rate | 92.2% | 63.1%+29.1pp | 78.2%+14.0pp | 70.6%+21.6pp |
| Annual return | 12.88% | 34.85%-22.0pp | 64.74%-51.9pp | 31.21%-18.3pp |
| Employer contribution / active EE | $2,711 | $1,993+36.1% | $4,674-42.0% | $2,726-0.6% |
| Participant deferral / active EE | $4,732 | $2,823+67.6% | $5,628-15.9% | $4,648+1.8% |
| Admin fee / account holder | $218 | $436-49.9% | $15,916-98.6% | $430-49.3% |