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| Provider | Service type | Compensation |
|---|---|---|
PFM ADVISORS2+ years Service code 27 · EIN 23-3087064 2 LOGAN SQUARE 1600 · PHILADELPHIA, PA 19103 | Advisory (Plan) | $86,842 |
PATH ADMINISTRATORS2+ years Service code 13 · EIN 46-1226464 4785 LINGLESTOWN ROAD, SUITE 200 · HARRISBURG, PA 171120408 | Contract Administrator | $33,639 |
CONRAD SIEGEL2+ years Filed as: CONRAD SIEGAL ACTUARIES Service code 11 · EIN 23-1669823 501 CORPORATE CIRCLE · HARRISBURG, PA 171100900 | Actuarial | $18,700 |
BMO HARRIS BANK NA2+ years Filed as: M & T BANK Service code 19 · EIN 16-0538020 ONE M T PLAZA · BUFFALO, NY 14203 | Securities Custodian | $13,484 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES W. JOHNSTON, PC Service code 29 · EIN 23-2077724 101 ERFORD ROAD, SUITE 302 · CAMP HILL, PA 170010098 | Legal | $8,813 |
ALAN ROSS & COMPANY, PC2+ 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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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $90,272-100.0% | $184,886-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 1.9%-1.9pp |
| Annual return | 11.04% | 11.78%-0.7pp | 8.32%+2.7pp | 23.90%-12.9pp |
| Employer contribution / active EE | $7,111 | $11,309-37.1% | $30,793-76.9% | $16,539-57.0% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $337-100.0% | $2,802-100.0% | $18,975-100.0% |