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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAPTRUST FINANCIAL PARTNERS LLC Service code 28 100 GATEWAY DRIVE, SUITE 300 · BETHLEHEM, PA 18017 | Investment Management | $111,553 |
PATH ADMINISTRATORS2+ years Service code 13 · EIN 46-1226464 4785 LINGSLESTOWN ROAD, STE 200 · HARRISBURG, PA 171120480 | Contract Administrator | $24,068 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES W. JOHNSTON, PC Service code 29 · EIN 23-2077724 101 ERFORD ROAD, STE 302 · CAMP HILL, PA 170010098 | Legal | $21,858 |
W&W ACTUARIAL SERVICES, INC.2+ years Filed as: W & W ACTUARIAL SERVICES, INC. Service code 11 · EIN 23-2655612 2275 SWALLOW HILL ROAD, BLDG 1200 · PITTSBURGH, PA 15220 | Actuarial | $18,434 |
APEX CAPITAL MANAGEMENT2+ years Service code 28 · EIN 31-1198068 8163 OLD YANKEE ST E · DAYTON, OH 45458 | Investment Management | $18,337 |
THE BANK OF NEW YORK MELLON2+ years Filed as: M&T BANK - INSTITUTIONAL RETIREMEN Service code 19 · EIN 16-0538020 ONE M T PLAZA, 9TH FLOOR · BUFFALO, NY 14203 | Securities Custodian | $15,484 |
ALAN ROSS & COMPANY, PC2+ years Service code 10 · EIN 20-5367494 10 HEARTHSTONE CT, STE 100 · READING, PA 19606 | Accounting | $8,250 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $44,091-100.0% | $184,886-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 4.5%-4.5pp |
| Annual return | 8.99% | 11.09%-2.1pp | 8.32%+0.7pp | 13.95%-5.0pp |
| Employer contribution / active EE | $18,365 | $10,980+67.3% | $30,793-40.4% | $16,598+10.6% |
| Participant deferral / active EE | $0 | $4,074-100.0% | $90-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $2,802-100.0% | $612-100.0% |