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| Provider | Service type | Compensation |
|---|---|---|
PFM ADVISORS3+ years Service code 27 · EIN 23-3087064 2 LOGAN SQUARE 1600 · PHILADELPHIA, PA 19103 | Advisory (Plan) | $96,646 |
PATH ADMINISTRATORS3+ years Service code 13 · EIN 46-1226464 4785 LINGLESTOWN ROAD, SUITE 200 · HARRISBURG, PA 171120408 | Contract Administrator | $33,079 |
CONRAD SIEGEL3+ years Filed as: CONRAD SIEGAL ACTUARIES Service code 11 · EIN 23-1669823 501 CORPORATE CIRCLE · HARRISBURG, PA 171100900 | Actuarial | $16,680 |
BMO HARRIS BANK NA3+ years Filed as: M & T BANK Service code 19 · EIN 16-0538020 ONE M T PLAZA · BUFFALO, NY 14203 | Securities Custodian | $13,845 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES W. JOHNSTON, PC Service code 29 · EIN 23-2077724 101 ERFORD ROAD, SUITE 302 · CAMP HILL, PA 170010098 | Legal | $8,526 |
ALAN ROSS & COMPANY, PC3+ years Filed as: ALAN ROSS & COMPANY PC Service code 10 · EIN 23-3087064 10 HEARTHSTONE COURT, SUITE 100 · READING, PA 19606 | Accounting | $7,500 |
FOX ROTHSCHILD LLP1 year Service code 29 2000 MARKET STREET, 20TH FLOOR · PHILADELPHIA, PA 19103 | Legal | $6,080 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $61,831-100.0% | $245,396-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 1.8%-1.8pp |
| Annual return | 9.16% | 4.25%+4.9pp | -752.26%+761.4pp | 0.19%+9.0pp |
| Employer contribution / active EE | $8,441 | $11,906-29.1% | $31,802-73.5% | $13,763-38.7% |
| Participant deferral / active EE | $0 | $1,467-100.0% | $47-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $593-100.0% | $1,223-100.0% | $426-100.0% |