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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-4238973 154 HANSEN RD · CHARLOTTESVILLE, VA 22911 | Recordkeeping | $24,423 |
AMERICAN FUNDS3+ years Filed as: PA CAPITAL ADVISORS Service code 34 114 CONWAY AVENUE · NARBERTH, PA 190722202 | Valuation (appraisals, etc.) | $22,877 |
CAPITAL TRUSTEES3+ years Service code 31 17 SOUTH SECOND STREET · HARRISBURG, PA 17101 | Named fiduciary | $0 |
PNC BANK, N.A.3+ years Filed as: PNC INVESTMENTS Service code 28 P.O. BOX 32760 · LOUISVILLE, KY 40232 | Investment Management | $0 |
SADIS & GOLDBERG3+ years Service code 29 · EIN 13-3952891 551 FIFTH AVENUE · NEW YORK, NY 10176 | Legal | $0 |
Filed as: STEIKER, GREENAPPLE, & CROSCUT, PC Service code 29 · EIN 23-2483825 555 CITY AVENUE, SUITE 910 · BALA CYNWYD, PA 19004 | Legal | $0 |
Annual investment return 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 | $176,971 | $71,666+146.9% | $117,860+50.2% | $69,631+154.2% |
| Participation rate | 99.7% | 77.5%+22.1pp | 79.7%+20.0pp | 70.7%+29.0pp |
| Annual return | 12.72% | 18.86%-6.1pp | 335.10%-322.4pp | 27571.02%-27558.3pp |
| Employer contribution / active EE | $2,634 | $1,889+39.4% | $3,786-30.4% | $2,032+29.6% |
| Participant deferral / active EE | $0 | $3,340-100.0% | $4,482-100.0% | $3,224-100.0% |
| Admin fee / account holder | $240 | $120+99.3% | $8,021-97.0% | $110+117.1% |