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| Provider | Service type | Compensation |
|---|---|---|
Filed as: THE PRUDENTIAL INSURANCE CO OF AM Service code 15 · EIN 22-1211670 | Recordkeeping | $40,589 |
PATH ADMINISTRATORS2+ years Service code 13 · EIN 46-1226464 4785 LINGLESTOWN ROAD SUITE 200 · HARRISBURG, PA 17112 | Contract Administrator | $22,000 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES JOHNSTON PC Service code 29 · EIN 23-2077724 101 ERFORD ROAD, SUITE 302 · CAMP HILL, PA 17001 | Legal | $17,757 |
ALAN ROSS & COMPANY, PC2+ years Filed as: ALAN ROSS AND COMPANY PC Service code 10 · EIN 20-5367494 10 HEARTHSTONE COURT · READING, PA 19606 | Accounting | $6,850 |
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 | $70,548 | $71,802-1.7% | $133,975-47.3% | $57,658+22.4% |
| Participation rate | 100.0% | 85.5%+14.5pp | 87.1%+12.9pp | 70.2%+29.8pp |
| Annual return | 2.40% | 13.51%-11.1pp | 29.29%-26.9pp | 5.13%-2.7pp |
| Employer contribution / active EE | $2,715 | $3,161-14.1% | $5,211-47.9% | $1,974+37.6% |
| Participant deferral / active EE | $0 | $4,606-100.0% | $6,282-100.0% | $3,061-100.0% |
| Admin fee / account holder | $219 | $88+149.6% | $9,324-97.7% | $95+131.4% |