Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MCA ADMINISTRATORS, INC1+ years Service code 13 · EIN 25-1319965 6345 FLANK DRIVE SUITE 400 · HARRISBURG, PA 17112 | Contract Administrator | $43,617 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES W. JOHNSTON Service code 29 · EIN 23-2077724 101 ERFORD ROAD, SUITE 302 · CAMP HILL, PA 17001 | Legal | $14,274 |
ALAN ROSS & COMPANY, PC1+ years Filed as: ALAN ROSS & COMPANY PC Service code 10 · EIN 20-5367494 10 HEARTHSTONE COURT · READING, PA 19606 | Accounting | $7,300 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,175 | $39,859-56.9% | $78,676-78.2% | $57,658-70.2% |
| Participation rate | 100.0% | 66.1%+33.9pp | 73.6%+26.4pp | 70.2%+29.8pp |
| Annual return | -3.75% | 18.96%-22.7pp | 62.19%-65.9pp | 5.13%-8.9pp |
| Employer contribution / active EE | $1,947 | $1,786+9.0% | $2,850-31.7% | $1,974-1.3% |
| Participant deferral / active EE | $0 | $2,248-100.0% | $3,517-100.0% | $3,061-100.0% |
| Admin fee / account holder | $148 | $76+94.3% | $4,510-96.7% | $95+56.6% |