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| Provider | Service type | Compensation |
|---|---|---|
PRIVATE ADVISOR GROUP LLC4 years Filed as: PRIVATE ADVISOR GROUP, LLC Service code 99 · EIN 27-3463733 4800 LINGLESTOWN ROAD, SUITE 304 · HARRISBURG, PA 17112 | Other Fees | $34,990 |
Filed as: VALLEY FORGE PENSION MANAGEMENT Service code 49 · EIN 23-2986500 130 SOUTH MAIN STREET · MUNCY, PA 17756 | Other Services | $6,427 |
Filed as: VOYA RETIREMENT INS. & ANNUITY CO. Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $23 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,861 | $83,023-52.0% | $102,437-61.1% | $77,762-48.7% |
| Participation rate | 85.3% | 71.5%+13.8pp | 74.5%+10.8pp | 70.6%+14.8pp |
| Annual return | 25.26% | 19.12%+6.1pp | 24.95%+0.3pp | 31.27%-6.0pp |
| Employer contribution / active EE | $5,293 | $3,552+49.0% | $3,871+36.8% | $2,728+94.0% |
| Participant deferral / active EE | $2,732 | $4,110-33.5% | $5,060-46.0% | $4,651-41.3% |
| Admin fee / account holder | $68 | $639-89.3% | $8,388-99.2% | $433-84.2% |