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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 | $42,909-25.6% | $152,093-79.0% | $71,012-55.1% |
| Participation rate | 99.4% | 54.7%+44.7pp | 77.8%+21.6pp | 58.6%+40.8pp |
| Annual return | 12.86% | 30.57%-17.7pp | 66.36%-53.5pp | 37.67%-24.8pp |
| Employer contribution / active EE | $2,081 | $1,369+52.0% | $4,175-50.1% | $2,348-11.4% |
| Participant deferral / active EE | $2,634 | $1,904+38.3% | $5,451-51.7% | $3,246-18.9% |
| Admin fee / account holder | $144 | $1,014-85.8% | $14,497-99.0% | $1,167-87.7% |