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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $84,799 |
STONEBRIDGE2 years Filed as: STONEBRIDGE FINANCIAL GROUP,LLC Service code 27 · EIN 46-1727685 | Advisory (Plan) | $29,248 |
Filed as: PA RETIREMENT SOLUTIONS Service code 13 · EIN 27-2487837 1110 N MOUNTAIN RD · HARRISBURG, PA 17112 | Contract Administrator | $5,999 |
TIAA10+ years Filed as: TIAA-TEACHERS INS AND ANNUITY ASSN Service code 15 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping | $521 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,914 | $36,904-13.5% | $158,223-79.8% | $65,191-51.0% |
| Participation rate | 99.4% | 62.1%+37.3pp | 79.2%+20.2pp | 63.0%+36.4pp |
| Annual return | 12.86% | 24.43%-11.6pp | 52.09%-39.2pp | 51.24%-38.4pp |
| Employer contribution / active EE | $2,081 | $1,489+39.7% | $4,109-49.3% | $2,400-13.3% |
| Participant deferral / active EE | $2,634 | $1,936+36.0% | $5,467-51.8% | $2,671-1.4% |
| Admin fee / account holder | $144 | $793-81.9% | $16,047-99.1% | $907-84.2% |