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| Provider | Service type | Compensation |
|---|---|---|
MCA ADMINISTRATORS, INC2+ years Service code 13 · EIN 25-1319965 6345 FLANK DRIVE SUITE 400 · HARRISBURG, PA 17112 | Contract Administrator | $42,844 |
ALAN ROSS & COMPANY, PC2+ years Filed as: ALAN ROSS & COMPANY PC Service code 10 · EIN 20-5367494 10 HEARTHSTONE COURT · READING, PA 19606 | Accounting | $7,600 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES W. JOHNSTON Service code 29 · EIN 23-2077724 101 ERFORD ROAD, SUITE 302 · CAMP HILL, PA 17001 | Legal | $5,910 |
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 | $19,261 | $46,100-58.2% | $86,582-77.8% | $69,631-72.3% |
| Participation rate | 100.0% | 67.2%+32.8pp | 73.5%+26.5pp | 70.7%+29.3pp |
| Annual return | 10.73% | 21.02%-10.3pp | 965.08%-954.4pp | 27571.02%-27560.3pp |
| Employer contribution / active EE | $1,902 | $1,850+2.8% | $2,839-33.0% | $2,032-6.4% |
| Participant deferral / active EE | $0 | $2,432-100.0% | $3,609-100.0% | $3,224-100.0% |
| Admin fee / account holder | $150 | $94+59.4% | $4,904-97.0% | $110+35.4% |