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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES JOHNSTON PC Service code 29 · EIN 23-2077724 101 ERFORD ROAD, SUITE 302 · CAMP HILL, PA 17001 | Legal | $29,504 |
Service code 13 · EIN 54-0759756 PO BOX 13487 · ROANOKE, VA 24034 | Contract Administrator | $24,000 |
BERKSHIRE ASSET MANAGEMENT2 years Service code 27 · EIN 26-0256914 46 PUBLIC SQUARE, SUITE 700 · WILKES BARRE, PA 18701 | Advisory (Plan) | $22,185 |
ALAN ROSS & COMPANY, PC5+ years Filed as: ALAN ROSS AND COMPANY PC Service code 10 · EIN 20-5367494 10 HEARTHSTONE COURT · READING, PA 19606 | Accounting | $7,889 |
Filed as: THE PRUDENTIAL INSURANCE CO OF AM Service code 15 · EIN 22-1211670 | Recordkeeping | $3,165 |
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 | $110,114 | $88,515+24.4% | $162,185-32.1% | $67,582+62.9% |
| Participation rate | 100.0% | 86.8%+13.2pp | 87.6%+12.4pp | 71.3%+28.7pp |
| Annual return | 17.57% | 27.04%-9.5pp | 115.61%-98.0pp | 378.57%-361.0pp |
| Employer contribution / active EE | $4,478 | $3,563+25.7% | $5,613-20.2% | $2,148+108.5% |
| Participant deferral / active EE | $0 | $5,724-100.0% | $7,297-100.0% | $3,539-100.0% |
| Admin fee / account holder | $246 | $124+99.1% | $10,844-97.7% | $142+73.1% |