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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFIT PLANS ADMINISTRATIVE SERVIC Service code 15 · EIN 16-1503696 3501 MASONS MILL ROAD, SUITE 505 · HUNTINGDON VALLEY, PA 19006 | Recordkeeping | $41,134 |
PATH ADMINISTRATORS1+ years Service code 13 · EIN 46-1226464 4785 LINGLESTOWN ROAD, SUITE 200 · HARRISBURG, PA 171120480 | Contract Administrator | $27,831 |
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) | $22,123 |
MFP STRATEGIES1+ years Service code 27 · EIN 23-3038134 100 GATEWAY DRIVE, SUITE 300 · BETHLEHEM, PA 18017 | Advisory (Plan) | $7,671 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES W. JOHNSTON, PC Service code 29 · EIN 23-2077724 101 ERFORD ROAD, SUITE 302 · CAMP HILL, PA 170010098 | Legal | $7,106 |
ALAN ROSS & COMPANY, PC1+ years Service code 10 · EIN 20-5367494 10 HEARTHSTONE COURT, SUITE 100 · READING, PA 19606 | Accounting | $6,800 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,879 | $57,921+5.1% | $84,753-28.2% | $57,658+5.6% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 70.2%+29.8pp |
| Annual return | -1.04% | 10.24%-11.3pp | 22.78%-23.8pp | 5.13%-6.2pp |
| Employer contribution / active EE | $5,571 | $2,598+114.4% | $3,574+55.9% | $1,974+182.3% |
| Participant deferral / active EE | $0 | $2,742-100.0% | $3,712-100.0% | $3,061-100.0% |
| Admin fee / account holder | $335 | $130+158.5% | $5,333-93.7% | $95+254.6% |