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| Provider | Service type | Compensation |
|---|---|---|
CHAPEL HILL INVESTMENT ANALYSTS5+ years Service code 26 126 MATHEWS ST · GREENSBURG, PA 15601 | Advisory (Participants) | $60,350 |
ALERUS FINANCIAL, N.A.5+ years Filed as: ALERUS FINANCIAL NA Service code 15 ATTENTION TRUST OPERATIONS · ST PAUL, MN 55164 | Recordkeeping | $15,087 |
KEYSTONE WEALTH ADVISORS INC5+ years Filed as: KEYSTONE BENEFITS GROUP, INC. Service code 70 314 OLD ROUTE 30 · GREENSBURG, PA 15601 | Consulting Fees | $7,544 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,881 | $47,163-32.4% | $149,696-78.7% | $74,460-57.2% |
| Participation rate | 80.7% | 63.4%+17.3pp | 78.8%+1.9pp | 70.7%+9.9pp |
| Annual return | 13.29% | 22.75%-9.5pp | 134.46%-121.2pp | 34.38%-21.1pp |
| Employer contribution / active EE | $2,482 | $1,907+30.2% | $4,821-48.5% | $2,638-5.9% |
| Participant deferral / active EE | $3,021 | $2,730+10.7% | $5,682-46.8% | $4,530-33.3% |
| Admin fee / account holder | $157 | $343-54.1% | $13,212-98.8% | $348-54.8% |