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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT PLAN ADMINISTRATORS2 years Filed as: BENEFIT PLAN ADMINISTRATIVE SERVICE Service code 19 · EIN 16-1616474 | Securities Custodian | $144,435 |
PATH ADMINISTRATORS3+ years Service code 13 · EIN 46-1226464 | Contract Administrator | $133,138 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 100 GATEWAY DRIVE · BETHLEHEM, PA 18017 | Advisory (Plan) | $50,952 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES JONHSTON Service code 29 · EIN 23-2077724 | Legal | $38,899 |
FISCHER DORWART, P.C.1 year Filed as: FISCHER DORWART, PC Service code 10 · EIN 23-2247478 | Accounting | $17,000 |
KANG HAGGERTY & FETBROYT1 year Filed as: KANG HAGGERTY & FETBROYT, LLC Service code 29 123 S BROAD ST #1670 · PHILADELPHIA, PA 19109 | Legal | $14,142 |
CALIBRE CPA GROUP PLLC1 year Filed as: CALIBRE CPA GROUP Service code 10 7501 WISCONSIN AVENUE · BETHESDA, MD 20814 | Accounting | $7,181 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,994 | $60,396+6.0% | $83,831-23.7% | $75,289-15.0% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.1%+23.9pp | 72.4%+27.6pp |
| Annual return | 12.09% | 3.84%+8.2pp | 850.99%-838.9pp | -0.04%+12.1pp |
| Employer contribution / active EE | $5,817 | $3,343+74.0% | $3,631+60.2% | $2,405+141.9% |
| Participant deferral / active EE | $0 | $2,922-100.0% | $4,082-100.0% | $3,739-100.0% |
| Admin fee / account holder | $201 | $141+42.1% | $5,479-96.3% | $102+96.1% |