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| Provider | Service type | Compensation |
|---|---|---|
ATWATER MALICK LLC8 years Service code 27 3004 HEMPLAND ROAD, STE 1 · LANCASTER, PA 17601 | Advisory (Plan) | $107,866 |
Filed as: EMPOWER ANNUITY INSURANCE CO. Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $92,844 |
PA RETIREMENT SOLUTIONS, INC.9+ years Service code 13 · EIN 27-2487837 1110 N MOUNTAIN ROAD · HARRISBURG, PA 17112 | Contract Administrator | $26,500 |
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 | $86,049 | $47,180+82.4% | $149,723-42.5% | $74,473+15.5% |
| Participation rate | 92.6% | 63.4%+29.2pp | 78.8%+13.8pp | 70.7%+21.9pp |
| Annual return | 16.53% | 22.75%-6.2pp | 134.50%-118.0pp | 34.36%-17.8pp |
| Employer contribution / active EE | $2,675 | $1,907+40.2% | $4,821-44.5% | $2,638+1.4% |
| Participant deferral / active EE | $4,751 | $2,730+74.0% | $5,682-16.4% | $4,530+4.9% |
| Admin fee / account holder | $201 | $343-41.5% | $13,215-98.5% | $347-42.2% |