Plan Snapshot
- Plan Sponsor: Keystone Peer Review Organization, INC.
- Sponsor EIN: 232348176
- Sponsor Address: 777 EAST PARK DRIVE, HARRISBURG, PA, 171119978
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 0 | $0 | $0 | $0 |
| 2023 | 1,731 | $71.8M | $3.1M | $5.5M |
| 2022 | 1,460 | $57.1M | $2.9M | $4.8M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE AND ANNUI | Other Service Provider | $442,446 | — | $442,446 |
| UBS FINANCIAL SERVICES, INC. | Recordkeeper | — | $63,334 | $63,334 |
| LIFESTYLE RETIREMENT COMPANY | Recordkeeper | — | $59,894 | $59,894 |
| MORNINGSTAR INVESTMENT MANAGEMENT | Other Service Provider | $23,210 | — | $23,210 |
| VOYA RETIREMENT ADVISORS LLC | Other Service Provider | $16,840 | — | $16,840 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UBS FINANCIAL SERVICES, INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $605,724
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | — | — | — | — | — |
| 2023 | $237,707 | — | — | — | — |
| 2022 | $217,186 | — | — | — | — |