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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NEW YORK LIFE INVESTMENT MANAGEMEN, Service code 15 · EIN 52-2206685 690 CANTON STREET · WESTWOOD, MA 02090 | Recordkeeping | $48,250 |
PATH ADMINISTRATORS1+ years Service code 13 · EIN 46-1226464 4785 LINGLESTOWN ROAD, SUITE 200 · HARRISBURG, PA 171120480 | Contract Administrator | $33,678 |
MFP STRATEGIES1+ years Service code 27 · EIN 23-3038134 100 GATEWAY DRIVE, SUITE 300 · BETHLEHEM, PA 18017 | Advisory (Plan) | $25,000 |
CAPFINANCIAL PARTNERS LLC1+ years Filed as: CAPTRUST Service code 27 100 GATEWAY DRIVE, SUITE 300 · BETHLEHEM, PA 18017 | Advisory (Plan) | $23,588 |
ALAN ROSS & COMPANY, PC1+ years Service code 10 · EIN 20-5367494 10 HEARTHSTONE CT, SUITE 100 · READING, PA 19606 | Accounting | $13,500 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES W. JOHNSTON, PC Service code 29 · EIN 23-2077724 101 ERFORD ROAD, SUITE 302 · CAMP HILL, PA 170010098 | Legal | $9,911 |
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 | $0 | $57,921-100.0% | $84,753-100.0% | $57,658-100.0% |
| Participation rate | 0.0% | 72.9%-72.9pp | 76.6%-76.6pp | 70.2%-70.2pp |
| Annual return | 1.32% | 10.24%-8.9pp | 22.78%-21.5pp | 5.13%-3.8pp |
| Employer contribution / active EE | $8,078 | $2,598+210.9% | $3,574+126.0% | $1,974+309.3% |
| Participant deferral / active EE | $0 | $2,742-100.0% | $3,712-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $130-100.0% | $5,333-100.0% | $95-100.0% |