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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MOLEWSKI FINANCIAL PARTNERS Service code 70 100 GATEWAY DRIVE · BETHLEHEM, PA 18017 | Consulting Fees | $48,750 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $20,777 |
CONCANNON, MILLER & CO P.C.1+ years Service code 10 1525 VALLEY CENTER PARKWAY · BETHLEHEM, PA 18017 | Accounting | $18,900 |
CAPFINANCIAL PARTNERS LLC1+ years Filed as: CAPFINANCIAL PARTNERS LLC. Service code 70 · EIN 26-0058143 | Consulting Fees | $16,250 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $44,542 | $86,791-48.7% | $115,038-61.3% | $59,188-24.7% |
| Participation rate | 82.4% | 72.8%+9.5pp | 81.4%+1.0pp | 69.4%+12.9pp |
| Annual return | 0.63% | 4.44%-3.8pp | 26.14%-25.5pp | 5.51%-4.9pp |
| Employer contribution / active EE | $0 | $2,950-100.0% | $4,608-100.0% | $2,098-100.0% |
| Participant deferral / active EE | $4,919 | $5,298-7.2% | $6,026-18.4% | $3,265+50.7% |
| Admin fee / account holder | $56 | $95-40.5% | $8,175-99.3% | $92-38.7% |