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| Provider | Service type | Compensation |
|---|---|---|
PATH ADMINISTRATORS2+ years Service code 13 4785 LINGLESTOWN ROAD, SUITE 200 · HARRISBURG, PA 17112 | Contract Administrator | $33,324 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $28,194 |
CLEARY, JOSEM & TRIGIANI LLP2+ years Filed as: CLEARY, JOSEM & TRIGIANI, LLP Service code 29 325 CHESTNUT STREET · PHILADELPHIA, PA 19106 | Legal | $10,575 |
FISCHER DORWART, P.C.2+ 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 | $34,512 | $221,442-84.4% | $92,240-62.6% | $77,958-55.7% |
| Participation rate | 50.6% | 79.6%-29.0pp | 76.5%-25.9pp | 71.6%-21.1pp |
| Annual return | 10.35% | 15.65%-5.3pp | 176.29%-165.9pp | 20.87%-10.5pp |
| Employer contribution / active EE | $2,760 | $3,226-14.4% | $3,680-25.0% | $2,310+19.5% |
| Participant deferral / active EE | $0 | $2,779-100.0% | $3,897-100.0% | $3,537-100.0% |
| Admin fee / account holder | $135 | $210-35.6% | $5,194-97.4% | $97+38.7% |