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| Provider | Service type | Compensation |
|---|---|---|
PFM ADVISORS1+ years Service code 27 · EIN 23-3087064 2 LOGAN SQUARE 1600 · PHILADELPHIA, PA 19103 | Advisory (Plan) | $80,515 |
PATH ADMINISTRATORS1+ years Service code 13 · EIN 46-1226464 4785 LINGLESTOWN ROAD, SUITE 200 · HARRISBURG, PA 171120408 | Contract Administrator | $34,140 |
CONRAD SIEGEL1+ years Filed as: CONRAD SIEGAL ACTUARIES Service code 11 · EIN 23-1669823 501 CORPORATE CIRCLE · HARRISBURG, PA 171100900 | Actuarial | $14,300 |
BMO HARRIS BANK NA1+ years Filed as: M & T BANK Service code 19 · EIN 16-0538020 ONE M T PLAZA · BUFFALO, NY 14203 | Securities Custodian | $11,408 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES W. JOHNSTON, PC Service code 29 · EIN 23-2077724 101 ERFORD ROAD, SUITE 302 · CAMP HILL, PA 170010098 | Legal | $11,103 |
ALAN ROSS & COMPANY, PC1+ years Filed as: ALAN ROSS & COMPANY PC Service code 10 · EIN 23-3087064 10 HEARTHSTONE COURT, SUITE 100 · READING, PA 19606 | Accounting | $7,100 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $35,636-100.0% | $209,859-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 1.8%-1.8pp |
| Annual return | -0.14% | 3.49%-3.6pp | 4.16%-4.3pp | 7.18%-7.3pp |
| Employer contribution / active EE | $5,295 | $11,083-52.2% | $29,966-82.3% | $13,095-59.6% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $13,952-100.0% | $362-100.0% |