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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY Service code 15 · EIN 26-4310632 | Recordkeeping | $26,236 |
D.H. EVANS TPA LLC DBA PATH2+ years Service code 13 · EIN 25-1726492 4785 LINGLESTOWN ROAD, SUITE 200 · HARRISBURG, PA 17112 | Contract Administrator | $24,118 |
BEYER-BARBER COMPANY2+ years Service code 11 · EIN 23-1631375 1136 HAMILTON ST, SUITE 103 · ALLENTOWN, PA 18101 | Actuarial | $19,259 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES W. JOHNSTON, PC Service code 29 · EIN 23-2077724 101 ERFORD ROAD, SUITE 302 · CAMP HILL, PA 17001 | Legal | $14,644 |
ALAN ROSS & COMPANY, PC2+ years Service code 10 · EIN 20-5367494 10 HEARTHSTONE COURT, SUITE 100 · READING, PA 19606 | Accounting | $7,250 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | 20.19% | 11.09%+9.1pp | 8.32%+11.9pp | 13.95%+6.2pp |
| Employer contribution / active EE | $4,230 | $10,980-61.5% | $30,793-86.3% | $16,598-74.5% |
| 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% |