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| Provider | Service type | Compensation |
|---|---|---|
WEDGEWOOD INVESTORS INC.3 years Service code 27 · EIN 25-1536717 100 STATE STREET SUITE 506 · ERIE, PA 16507 | Advisory (Plan) | $66,259 |
CONRAD SIEGEL3 years Service code 15 · EIN 23-1669823 PO BOX 5900 · HARRISBURG, PA 171100900 | Recordkeeping | $18,928 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $5,110 |
Filed as: BOSTON TRUST WALDEN INC. Service code 28 100 SUMMER STREET · BOSTON, MA 43229 | Investment Management | $0 |
Filed as: CARILLON TOWER ADVISERS, INC. Service code 28 P.O. BOX 23572 · ST. PETERSBURG, FL 33742 | Investment Management | $0 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO. INC. Service code 28 | Investment Management | $0 |
COHEN & STEERS1 year Filed as: COHEN & STEERS CAPITAL MANAGEMENT, Service code 28 · EIN 14-1904657 | Investment Management | $0 |
COLUMBIA1 year Filed as: COLUMBIA MGMT INVESTMENT ADVISERS, Service code 28 · EIN 93-0577450 | Investment Management | $0 |
DOUBLELINE CAPITAL LP3 years Service code 28 333 SOUTH GRAND AVENUE · LOS ANGELES, CA 90071 | Investment Management | $0 |
Filed as: GLENMEDE INVESTMENT MANAGEMENT, LP Service code 28 11650 MARKET STREET SUITE 1200 · PHILADELPHIA, PA 19103 | Investment Management | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,219 | $101,653-12.2% | $147,080-39.3% | $74,459+19.8% |
| Participation rate | 93.2% | 75.6%+17.6pp | 82.2%+11.0pp | 67.2%+25.9pp |
| Annual return | 10.47% | 8754.98%-8744.5pp | 420.17%-409.7pp | 1369.70%-1359.2pp |
| Employer contribution / active EE | $3,168 | $3,813-16.9% | $4,933-35.8% | $2,626+20.6% |
| Participant deferral / active EE | $6,685 | $7,304-8.5% | $8,066-17.1% | $4,350+53.7% |
| Admin fee / account holder | $679 | $1,752-61.2% | $12,989-94.8% | $1,945-65.1% |