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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES JOHNSTON PC Service code 29 · EIN 23-2077724 101 ERFORD ROAD, SUITE 302 · CAMP HILL, PA 17001 | Legal | $38,162 |
Service code 13 · EIN 23-1719817 487 DEVON PARK DRVIE, STE 206 · WAYNE, PA 19087 | Contract Administrator | $22,000 |
Service code 27 · EIN 26-0256914 46 PUBLIC SQUARE, SUITE 700 · WILKES BARRE, PA 18701 | Advisory (Plan) | $16,177 |
ALAN ROSS & COMPANY, PC4+ years Filed as: ALAN ROSS AND COMPANY PC Service code 10 · EIN 20-5367494 10 HEARTHSTONE COURT · READING, PA 19606 | Accounting | $7,000 |
Service code 13 · EIN 54-0759756 PO BOX 13487 · ROANOKE, VA 24034 | Contract Administrator | $6,167 |
Filed as: THE PRUDENTIAL INSURANCE CO OF AM Service code 15 · EIN 22-1211670 | Recordkeeping | $3,142 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,667 | $80,005-6.7% | $140,019-46.7% | $55,725+34.0% |
| Participation rate | 100.0% | 87.0%+13.0pp | 87.5%+12.5pp | 70.9%+29.1pp |
| Annual return | -2.46% | 0.46%-2.9pp | 651.17%-653.6pp | 244.93%-247.4pp |
| Employer contribution / active EE | $3,844 | $3,403+13.0% | $5,605-31.4% | $2,078+85.0% |
| Participant deferral / active EE | $0 | $5,264-100.0% | $6,927-100.0% | $3,356-100.0% |
| Admin fee / account holder | $220 | $116+90.6% | $10,705-97.9% | $115+91.4% |