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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) | $118,860 |
PATH ADMINISTRATORS2+ years Service code 13 · EIN 46-1226464 4785 LINGLESTOWN ROAD, SUITE 200 · HARRISBURG, PA 17112 | Contract Administrator | $72,678 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES JOHNSTON Service code 29 · EIN 23-2077724 101 ERFORD ROAD SUITE 302 · CAMP HILL, PA 17011 | Legal | $25,912 |
CONRAD SIEGEL2+ years Filed as: CONRAD SIEGAL ACTUARIES Service code 11 · EIN 23-1669823 501 CORPORATE CIRCLE · HARRISBURG, PA 171100900 | Actuarial | $25,100 |
US BANK2+ years Service code 19 · EIN 31-0841368 50 S 16TH ST 1960 · PHILADELPHIA, PA 19102 | Securities Custodian | $24,117 |
ALAN ROSS & COMPANY, PC1 year Filed as: ALAN ROSS & COMPANY PC 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 | $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 | 10.29% | 11.78%-1.5pp | 8.32%+2.0pp | 23.90%-13.6pp |
| Employer contribution / active EE | $4,048 | $11,309-64.2% | $30,793-86.9% | $16,539-75.5% |
| 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% |