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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) | $97,729 |
PATH ADMINISTRATORS1+ years Service code 13 · EIN 46-1226464 4785 LINGLESTOWN ROAD, SUITE 200 · HARRISBURG, PA 17112 | Contract Administrator | $79,879 |
CONRAD SIEGEL1+ years Filed as: CONRAD SIEGAL ACTUARIES Service code 11 · EIN 23-1669823 501 CORPORATE CIRCLE · HARRISBURG, PA 171100900 | Actuarial | $24,155 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES JOHNSTON Service code 29 · EIN 23-2077724 101 ERFORD ROAD SUITE 302 · CAMP HILL, PA 17011 | Legal | $21,252 |
US BANK1+ years Service code 19 · EIN 31-0841368 50 S 16TH ST 1960 · PHILADELPHIA, PA 19102 | Securities Custodian | $13,319 |
ALAN ROSS & COMPANY, PC1+ years Service code 10 · EIN 20-5367494 10 HEARTHSTONE COURT SUITE 100 · READING, PA 19606 | Accounting | $10,250 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | -0.22% | 3.49%-3.7pp | 4.16%-4.4pp | 7.18%-7.4pp |
| Employer contribution / active EE | $3,511 | $11,083-68.3% | $29,966-88.3% | $13,095-73.2% |
| 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% |