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| Provider | Service type | Compensation |
|---|---|---|
Filed as: THE PRUDENTIAL INSURANCE CO OF AM Service code 15 · EIN 22-1211670 | Recordkeeping | $57,773 |
PATH ADMINISTRATORS1+ years Service code 13 · EIN 46-1226464 4785 LINGLESTOWN ROAD SUITE 200 · HARRISBURG, PA 17112 | Contract Administrator | $24,000 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES JOHNSTON PC Service code 29 · EIN 23-2077724 101 ERFORD ROAD, SUITE 302 · CAMP HILL, PA 17001 | Legal | $10,572 |
ALAN ROSS & COMPANY, PC1+ years Filed as: ALAN ROSS AND COMPANY PC Service code 10 · EIN 20-5367494 10 HEARTHSTONE COURT · READING, PA 19606 | Accounting | $6,850 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,504 | $68,413+3.1% | $123,105-42.7% | $55,191+27.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 86.8%+13.2pp | 69.2%+30.8pp |
| Annual return | 3.12% | 6.30%-3.2pp | 13.22%-10.1pp | 10.78%-7.7pp |
| Employer contribution / active EE | $2,739 | $3,050-10.2% | $5,151-46.8% | $1,899+44.2% |
| Participant deferral / active EE | $0 | $4,490-100.0% | $6,229-100.0% | $3,046-100.0% |
| Admin fee / account holder | $249 | $88+184.0% | $9,014-97.2% | $91+174.8% |