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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 16-1065416 3501 MASONS MILL ROAD, SUITE 505 · HUNTINGDON VALLEY, PA 19006 | Investment Management | $105,129 |
MCA ADMINISTRATORS, INC4+ years Service code 13 · EIN 25-1319965 6345 FLANK DRIVE SUITE 400 · HARRISBURG, PA 17112 | Contract Administrator | $52,557 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES W. JOHNSTON Service code 29 · EIN 23-2077724 101 ERFORD ROAD, SUITE 302 · CAMP HILL, PA 17001 | Legal | $10,437 |
ALAN ROSS & COMPANY, PC4+ years Filed as: ALAN ROSS & COMPANY PC Service code 10 · EIN 20-5367494 10 HEARTHSTONE COURT · READING, PA 19606 | Accounting | $7,750 |
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 | $27,214 | $54,237-49.8% | $90,324-69.9% | $67,582-59.7% |
| Participation rate | 100.0% | 68.6%+31.4pp | 73.3%+26.7pp | 71.3%+28.7pp |
| Annual return | 4.82% | 37.27%-32.5pp | 78.15%-73.3pp | 378.57%-373.8pp |
| Employer contribution / active EE | $2,494 | $1,846+35.1% | $2,856-12.7% | $2,148+16.1% |
| Participant deferral / active EE | $0 | $2,625-100.0% | $3,885-100.0% | $3,539-100.0% |
| Admin fee / account holder | $223 | $123+81.1% | $5,356-95.8% | $142+57.0% |