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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT PLAN ADMINISTRATORS3 years Filed as: BENEFIT PLAN ADMINISTRATIVE SERVICE Service code 19 · EIN 16-1616474 | Securities Custodian | $149,728 |
PATH ADMINISTRATORS4+ years Service code 13 · EIN 46-1226464 | Contract Administrator | $76,475 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 100 GATEWAY DRIVE · BETHLEHEM, PA 18017 | Advisory (Plan) | $52,000 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES JONHSTON Service code 29 · EIN 23-2077724 | Legal | $33,470 |
BENESYS, INC.1 year Service code 13 700 TOWER DRIVE · TROY, MI 48098 | Contract Administrator | $28,870 |
FISCHER DORWART, P.C.2 years Filed as: FISCHER DORWART, PC Service code 10 · EIN 23-2247478 | Accounting | $17,000 |
KANG HAGGERTY & FETBROYT2 years Filed as: KANG HAGGERTY & FETBROYT, LLC Service code 29 123 S BROAD ST #1670 · PHILADELPHIA, PA 19109 | Legal | $14,981 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,623 | $66,051+6.9% | $92,916-24.0% | $77,775-9.2% |
| Participation rate | 100.0% | 81.0%+19.0pp | 76.0%+24.0pp | 73.2%+26.8pp |
| Annual return | 8.02% | 20.69%-12.7pp | 109.45%-101.4pp | 32.58%-24.6pp |
| Employer contribution / active EE | $3,910 | $3,426+14.1% | $3,654+7.0% | $2,504+56.2% |
| Participant deferral / active EE | $0 | $3,013-100.0% | $4,238-100.0% | $3,966-100.0% |
| Admin fee / account holder | $208 | $148+40.8% | $5,796-96.4% | $100+107.9% |