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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC2+ years Filed as: CAPTRUST Service code 27 100 GATEWAY DRIVE, SUITE 300 · BETHLEHEM, PA 18017 | Advisory (Plan) | $50,125 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 13-3646501 PO BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $44,260 |
PATH ADMINISTRATORS2+ years Service code 13 · EIN 46-1226464 4785 LINGLESTOWN ROAD, SUITE 200 · HARRISBURG, PA 171120480 | Contract Administrator | $32,580 |
ALAN ROSS & COMPANY, PC2+ years Service code 10 · EIN 20-5367494 10 HEARTHSTONE CT, SUITE 100 · READING, PA 19606 | Accounting | $13,750 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES W. JOHNSTON, PC Service code 29 · EIN 23-2077724 101 ERFORD ROAD, SUITE 302 · CAMP HILL, PA 170010098 | Legal | $6,290 |
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 | $0 | $60,545-100.0% | $92,240-100.0% | $69,631-100.0% |
| Participation rate | 0.0% | 72.2%-72.2pp | 76.5%-76.5pp | 70.7%-70.7pp |
| Annual return | 11.14% | 19.71%-8.6pp | 176.29%-165.2pp | 27571.02%-27559.9pp |
| Employer contribution / active EE | $8,575 | $2,633+225.6% | $3,680+133.0% | $2,032+322.0% |
| Participant deferral / active EE | $0 | $2,828-100.0% | $3,897-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $145-100.0% | $5,194-100.0% | $110-100.0% |