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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES W JOHNSTON, PC Service code 22 · EIN 23-2077724 100 ERFORD ROAD · CAMP HILL, PA 17001 | Insurance Broker | $14,390 |
ALAN ROSS & COMPANY, PC1+ years Service code 10 · EIN 20-5367494 10 HEARTHSTONE COURT SUITE 100 · READING, PA 19606 | Accounting | $7,000 |
PATH ADMINISTRATORS1+ years Filed as: D H EVANS TPA LLC DBA PATH ADMINIST Service code 13 · EIN 46-1226464 4785 LINGLESTOWN RD, SUITE 200 · HARRISBURG, PA 171120480 | Contract Administrator | $5,567 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 100 MANHATTAN ROAD, SUITE 3 · PURCHASE, NY 10577 | Recordkeeping | $1,914 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,133 | $74,089-36.4% | $133,975-64.8% | $55,167-14.6% |
| Participation rate | 97.5% | 84.3%+13.3pp | 87.1%+10.5pp | 69.0%+28.6pp |
| Annual return | -1.70% | 12.11%-13.8pp | 29.29%-31.0pp | 169.23%-170.9pp |
| Employer contribution / active EE | $5,013 | $3,064+63.6% | $5,211-3.8% | $1,963+155.4% |
| Participant deferral / active EE | $0 | $4,678-100.0% | $6,282-100.0% | $3,054-100.0% |
| Admin fee / account holder | $171 | $458-62.8% | $9,324-98.2% | $504-66.1% |