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| Provider | Service type | Compensation |
|---|---|---|
ATWATER MALICK LLC4 years Service code 27 3004 HEMPLAND ROAD, STE 1 · LANCASTER, PA 17601 | Advisory (Plan) | $88,773 |
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO. Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $85,140 |
PA RETIREMENT SOLUTIONS, INC.5+ years Service code 13 · EIN 27-2487837 1110 N MOUNTAIN ROAD · HARRISBURG, PA 17112 | Contract Administrator | $25,818 |
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 | $75,762 | $62,928+20.4% | $172,753-56.1% | $67,582+12.1% |
| Participation rate | 93.7% | 64.5%+29.2pp | 82.6%+11.0pp | 71.3%+22.4pp |
| Annual return | 47.08% | 30.36%+16.7pp | 803.00%-755.9pp | 378.57%-331.5pp |
| Employer contribution / active EE | $2,227 | $1,636+36.1% | $5,144-56.7% | $2,148+3.7% |
| Participant deferral / active EE | $3,873 | $2,145+80.6% | $5,198-25.5% | $3,539+9.4% |
| Admin fee / account holder | $214 | $167+28.7% | $13,956-98.5% | $142+50.7% |