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| Provider | Service type | Compensation |
|---|---|---|
ECA INVESTMENT GROUP, INC.1+ years Service code 27 · EIN 23-2565337 224 ST. CHARLES WAY · YORK, PA 17402 | Advisory (Plan) | $11,213 |
COUNSEL TRUST COMPANY1+ years Filed as: COUNSEL TRUST Service code 21 · EIN 03-0446670 224 ST. CHARLES WAY · YORK, PA 17402 | Bank Trustee | $6,259 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $0 | $82,591-100.0% | $219,333-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.3%-42.3pp | 0.8%-0.8pp |
| Annual return | -7.06% | -0.96%-6.1pp | -2.01%-5.1pp | -0.60%-6.5pp |
| Employer contribution / active EE | $5,150 | $6,828-24.6% | $34,453-85.1% | $12,272-58.0% |
| Participant deferral / active EE | $0 | $232-100.0% | $34-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $5,362-100.0% | $717-100.0% |