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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK TRUST COMPANY, LLC Service code 19 · EIN 10-2333346 690 CANTON STREET · WESTWOOD, MA 02090 | Securities Custodian | $88,677 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 19 · EIN 26-4310632 125 WEST STREET · ANNAPOLIS, MD 21401 | Securities Custodian | $69,499 |
PATH ADMINISTRATORS1+ years Service code 13 · EIN 25-1724692 4785 LINGLESTOWN ROAD, SUITE 200 · HARRISBURG, PA 17112 | Contract Administrator | $36,000 |
CAPFINANCIAL PARTNERS LLC1+ years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 · EIN 26-0058143 4208 SIX FORKS ROAD, STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $23,081 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES W JOHNSTON, PC Service code 22 · EIN 23-2077724 100 ERFORD ROAD · CAMP HILL, PA 17001 | Insurance Broker | $18,466 |
ALAN ROSS & COMPANY, PC1+ years Filed as: ALAN ROSS & COMPANY PC Service code 10 · EIN 20-5367494 10 HEARTHSTONE COURT SUITE 100 · READING, PA 19606 | Accounting | $14,850 |
MFP STRATEGIES1+ years Service code 27 · EIN 23-3038134 100 GATEWAY DRIVE, SUITE 300 · BETHLEHEM, PA 18017 | Advisory (Plan) | $11,306 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,253 | $57,921-75.4% | $84,753-83.2% | $57,658-75.3% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 70.2%+29.8pp |
| Annual return | 14.34% | 10.24%+4.1pp | 22.78%-8.4pp | 5.13%+9.2pp |
| Employer contribution / active EE | $1,354 | $2,598-47.9% | $3,574-62.1% | $1,974-31.4% |
| Participant deferral / active EE | $0 | $2,742-100.0% | $3,712-100.0% | $3,061-100.0% |
| Admin fee / account holder | $184 | $130+42.0% | $5,333-96.5% | $95+94.8% |