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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 45-4901170 135 EAST BROAD STREET · BETHLEHEM, PA 18018 | Advisory (Participants) | $17,378 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $300 |
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 | $60,500 | $83,681-27.7% | $82,312-26.5% | - |
| Participation rate | 98.0% | 75.1%+22.9pp | 76.9%+21.1pp | - |
| Annual return | 14.20% | 13.76%+0.4pp | 25.88%-11.7pp | - |
| Employer contribution / active EE | $2,711 | $1,471+84.4% | $2,428+11.7% | - |
| Participant deferral / active EE | $2,847 | $2,851-0.1% | $3,706-23.2% | - |
| Admin fee / account holder | $147 | $3,032-95.2% | $5,608-97.4% | - |