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| Provider | Service type | Compensation |
|---|---|---|
ATR, INC.1+ years Filed as: ATR INC Service code 13 700 AMERICAN AVENUE · KING OF PRUSSIA, PA 19406 | Contract Administrator | $31,018 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES W JOHNSTON PC Service code 29 101 ERFORD ROAD · CAMP HILL, PA 17001 | Legal | $19,219 |
JACOBY DONNER, P.C.1+ years Filed as: JACOBY DONNOR, PC Service code 29 1700 MARKET STREET · PHILADELPHIA, PA 19103 | Legal | $9,939 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,026 | $50,498+147.6% | $75,784+65.0% | $55,191+126.5% |
| Participation rate | 100.0% | 69.4%+30.6pp | 75.8%+24.2pp | 69.2%+30.8pp |
| Annual return | -1.20% | 1.80%-3.0pp | 9.68%-10.9pp | 10.78%-12.0pp |
| Employer contribution / active EE | $10,816 | $2,291+372.2% | $3,323+225.5% | $1,899+469.7% |
| Participant deferral / active EE | $0 | $2,589-100.0% | $3,652-100.0% | $3,046-100.0% |
| Admin fee / account holder | $231 | $123+87.5% | $5,300-95.6% | $91+154.2% |