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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) | $130,882 |
PATH ADMINISTRATORS3+ years Service code 13 · EIN 46-1226464 4785 LINGLESTOWN ROAD, SUITE 200 · HARRISBURG, PA 17112 | Contract Administrator | $70,877 |
US BANK3+ years Service code 19 · EIN 31-0841368 50 S 16TH ST 1960 · PHILADELPHIA, PA 19102 | Securities Custodian | $28,317 |
CONRAD SIEGEL3+ years Filed as: CONRAD SIEGAL ACTUARIES Service code 11 · EIN 23-1669823 501 CORPORATE CIRCLE · HARRISBURG, PA 171100900 | Actuarial | $25,300 |
Filed as: WILLIG WILLIAMS & DAVIDSON Service code 29 · EIN 23-2416488 212 LOCUST STREET, SUITE 301 · HARRISBURG, PA 17101 | Legal | $24,865 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES JOHNSTON Service code 29 · EIN 23-2077724 101 ERFORD ROAD SUITE 302 · CAMP HILL, PA 17011 | Legal | $23,567 |
ALAN ROSS & COMPANY, PC2 years Filed as: ALAN ROSS & COMPANY PC Service code 10 · EIN 20-5367494 10 HEARTHSTONE COURT SUITE 100 · READING, PA 19606 | Accounting | $10,500 |
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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 | $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 | 10.79% | 4.25%+6.5pp | -752.26%+763.0pp | 0.19%+10.6pp |
| Employer contribution / active EE | $3,626 | $11,906-69.5% | $31,802-88.6% | $13,763-73.7% |
| 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% |