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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC4+ years Filed as: CAPTRUST Service code 27 100 GATEWAY DRIVE, SUITE 300 · BETHLEHEM, PA 18017 | Advisory (Plan) | $51,666 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 13-3646501 PO BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $45,311 |
PATH ADMINISTRATORS4+ years Service code 13 · EIN 46-1226464 4785 LINGLESTOWN ROAD, SUITE 200 · HARRISBURG, PA 171120480 | Contract Administrator | $30,522 |
ALAN ROSS & COMPANY, PC4+ years Service code 10 · EIN 20-5367494 10 HEARTHSTONE CT, SUITE 100 · READING, PA 19606 | Accounting | $14,500 |
Filed as: CHARLES W JOHNSTON, PC Service code 29 · EIN 23-2077724 101 ERFORD ROAD, SUITE 302 · CAMP HILL, PA 170010098 | Legal | $9,798 |
KANG HAGGERTY & FETBROYT1 year Filed as: KANG HAGGERTY & FETBROYT LLC Service code 29 123 S BROAD STEET · PHILADELPHIA, PA 19109 | Legal | $9,000 |
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 | $156,113 | $66,650+134.2% | $92,915+68.0% | $67,582+131.0% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 71.3%+28.7pp |
| Annual return | 6.07% | 92.64%-86.6pp | 109.45%-103.4pp | 378.57%-372.5pp |
| Employer contribution / active EE | $13,176 | $2,777+374.5% | $3,653+260.6% | $2,148+513.4% |
| Participant deferral / active EE | $0 | $3,160-100.0% | $4,238-100.0% | $3,539-100.0% |
| Admin fee / account holder | $296 | $199+48.7% | $5,796-94.9% | $142+108.1% |