Filed November 7, 2011
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
BALDRIGE ASSET MANAGEMENT, LLC1+ years Service code 28 7540 WINDSOR DRIVE, SUITE 205 · ALLENTOWN, PA 18195 | Investment Management | $90,295 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS Service code 27 5050 TILGHMAN STREET · ALLENTOWN, PA 18104 | Advisory (Plan) | $62,500 |
Filed as: THE DOUGLAS GROUP Service code 27 7424 WINDSOR DRIVE · ALLENTOWN, PA 18106 | Advisory (Plan) | $40,916 |
BEYER-BARBER COMPANY1+ years Service code 11 1136 HAMILTON STREET · ALLENTOWN, PA 18101 | Actuarial | $13,565 |
Filed as: BUCKLEY MUETHING CAPITAL MANAGEMENT Service code 27 1 BETHLEHEM PLAZA, SUITE 901 · BETHLEHEM, PA 18018 | Advisory (Plan) | $11,854 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $387,315 | $73,981+423.5% | $105,754+266.2% | $62,881+515.9% |
| Participation rate | 100.0% | 71.7%+28.3pp | 78.9%+21.1pp | 69.3%+30.7pp |
| Annual return | 10.07% | 17.60%-7.5pp | 12.25%-2.2pp | 20.14%-10.1pp |
| Employer contribution / active EE | $3,915 | $2,856+37.1% | $4,079-4.0% | $2,281+71.7% |
| Participant deferral / active EE | $5,986 | $4,038+48.2% | $5,326+12.4% | $3,203+86.9% |
| Admin fee / account holder | $1,984 | $5,976-66.8% | $8,309-76.1% | $4,296-53.8% |