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| Provider | Service type | Compensation |
|---|---|---|
PATH ADMINISTRATORS1+ years Service code 13 4785 LINGLESTOWN ROAD, SUITE 200 · HARRISBURG, PA 17112 | Contract Administrator | $27,759 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $27,530 |
CLEARY, JOSEM & TRIGIANI LLP1+ years Filed as: CLEARY, JOSEM & TRIGIANI, LLP Service code 29 325 CHESTNUT STREET · PHILADELPHIA, PA 19106 | Legal | $10,650 |
FISCHER DORWART, P.C.1+ years Service code 10 · EIN 23-2247478 | Accounting | $5,750 |
Service code 60 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $37,873 | $54,392-30.4% | $84,753-55.3% | $63,975-40.8% |
| Participation rate | 43.3% | 76.9%-33.6pp | 76.6%-33.3pp | 71.1%-27.8pp |
| Annual return | -1.65% | 611.38%-613.0pp | 22.78%-24.4pp | 48.65%-50.3pp |
| Employer contribution / active EE | $1,887 | $2,943-35.9% | $3,574-47.2% | $2,182-13.5% |
| Participant deferral / active EE | $0 | $2,593-100.0% | $3,712-100.0% | $3,356-100.0% |
| Admin fee / account holder | $185 | $136+36.2% | $5,333-96.5% | $70+162.6% |