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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 45-4901170 60 WEST BROAD STREET · BETHLEHEM, PA 18018 | Advisory (Participants) | $17,091 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,147 | $60,165-21.6% | $74,184-36.4% | $55,167-14.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | 7.23% | 10.00%-2.8pp | 17.74%-10.5pp | 169.23%-162.0pp |
| Employer contribution / active EE | $2,696 | $1,600+68.5% | $2,370+13.8% | $1,963+37.4% |
| Participant deferral / active EE | $2,789 | $2,973-6.2% | $3,550-21.4% | $3,054-8.7% |
| Admin fee / account holder | $130 | $419-69.0% | $5,586-97.7% | $504-74.2% |