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| Provider | Service type | Compensation |
|---|---|---|
TORRILLO & ASSOCIATES, LLC2 years Filed as: BOYER & RITTER, LLC Service code 10 · EIN 23-1311005 211 HOUSE AVENUE · CAMP HILL, PA 17011 | Accounting | $26,600 |
MMA SECURITIES LLC1 year Filed as: ASSURED PARTNERS CAPITAL, INC. Service code 49 · EIN 45-2712335 2090 LINGLESTOWN RD · HARRISBURG, PA 17110 | Other Services | $3,081 |
Filed as: PENNSYLVANIA PENSION PLANNERS INC Service code 49 · EIN 23-1735188 2090 LINGLESTOWN RD · HARRISBURG, PA 17110 | Other Services | $2,770 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,046 | $101,591-23.2% | $147,096-46.9% | $74,429+4.9% |
| Participation rate | 95.5% | 75.5%+19.9pp | 82.2%+13.3pp | 67.2%+28.2pp |
| Annual return | 14.53% | 8746.45%-8731.9pp | 419.75%-405.2pp | 1368.38%-1353.8pp |
| Employer contribution / active EE | $2,790 | $3,813-26.8% | $4,936-43.5% | $2,625+6.3% |
| Participant deferral / active EE | $7,102 | $7,302-2.7% | $8,071-12.0% | $4,348+63.3% |
| Admin fee / account holder | $182 | $1,750-89.6% | $13,005-98.6% | $1,944-90.6% |