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| Provider | Service type | Compensation |
|---|---|---|
MFP STRATEGIES1+ years Service code 27 · EIN 23-3038134 100 GATEWAY DRIVE, SUITE 300 · BETHLEHEM, PA 18017 | Advisory (Plan) | $25,227 |
PATH ADMINISTRATORS1+ years Service code 13 · EIN 46-1226464 4785 LINGLESTOWN ROAD, SUITE 200 · HARRISBURG, PA 171120480 | Contract Administrator | $24,000 |
Filed as: NEW YORK LIFE INVESTMENT MGMT, LLC Service code 15 · EIN 52-2206685 690 CANTON STREET · WESTWOOD, MA 02090 | Recordkeeping | $11,561 |
ALAN ROSS & COMPANY, PC1+ years Service code 10 · EIN 20-5367494 10 HEARTHSTONE COURT · READING, PA 19606 | Accounting | $8,000 |
CAPFINANCIAL PARTNERS LLC1+ years Filed as: CAPTRUST FINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 4208 SIX FORKS ROAD, SUITE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $7,774 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES JOHNSTON PC Service code 29 · EIN 23-2077724 101 ERFORD ROAD · CAMP HILL, PA 17001 | Legal | $7,223 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,002 | $50,464+104.1% | $75,784+35.9% | $52,331+96.8% |
| Participation rate | 100.0% | 66.8%+33.2pp | 75.8%+24.2pp | 68.1%+31.9pp |
| Annual return | -0.44% | 1.03%-1.5pp | 9.68%-10.1pp | 4.54%-5.0pp |
| Employer contribution / active EE | $6,199 | $1,988+211.7% | $3,323+86.5% | $1,882+229.4% |
| Participant deferral / active EE | $0 | $2,570-100.0% | $3,652-100.0% | $3,022-100.0% |
| Admin fee / account holder | $583 | $1,103-47.2% | $5,300-89.0% | $592-1.5% |