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| Provider | Service type | Compensation |
|---|---|---|
STUYVESANT CAPITAL MANAGEMENT2+ years Service code 27 · EIN 13-2953844 200 BUSINESS PARK DRIVE · ARMONK, NY 10504 | Advisory (Plan) | $45,520 |
PATH ADMINISTRATORS2+ years Service code 13 · EIN 46-1226464 4785 LINGLESTOWN ROAD, SUITE 200 · HARRISBURG, PA 171120480 | Contract Administrator | $24,000 |
CONRAD SIEGEL2+ years Filed as: CONRAD SIEGEL ACTUARIES Service code 11 · EIN 23-1669823 501 CORPORATE CIRCLE · HARRISBURG, PA 17110 | Actuarial | $19,350 |
COWDEN ASSOCIATES, INC.1 year Service code 11 · EIN 25-1750131 444 LIBERTY AVENUE, STE 625 · PITTSBURGH, PA 152221222 | Actuarial | $16,500 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES JOHNSTON PC Service code 29 · EIN 23-2077724 101 ERFORD ROAD · CAMP HILL, PA 17011 | Legal | $11,120 |
WILMINGTON TRUST2+ years Filed as: THE MANUFACTURERS AND TRADERS TRUST Service code 19 · EIN 16-0538020 ONE M T PLAZA · BUFFALO, NY 14203 | Securities Custodian | $9,566 |
ALAN ROSS & COMPANY, PC2+ years Service code 10 · EIN 20-5367494 10 HEARTHSTONE COURT · READING, PA 19606 | Accounting | $9,000 |
Filed as: CHARLES SCHWAB & CO INC Service code 52 · EIN 94-1737782 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Indirect Investment Fees | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $49,677-100.0% | $209,859-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 3.6%-3.6pp |
| Annual return | 12.21% | 2.79%+9.4pp | 4.16%+8.1pp | 11.88%+0.3pp |
| Employer contribution / active EE | $9,992 | $10,530-5.1% | $29,966-66.7% | $14,612-31.6% |
| Participant deferral / active EE | $0 | $5,826-100.0% | $145-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $13,952-100.0% | $637-100.0% |