Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PFM ADVISORS3+ years Service code 28 · EIN 23-3087064 TWO LOGAN SQUARE SUITE 1600 · PHILADELPHIA, PA 191034755 | Investment Management | $155,617 |
BENEFITS PLANNERS & ASSOCIATES3+ years Service code 13 · EIN 25-1260770 1910 COCHRAN ROAD SUITE 605 · PITTSBURGH, PA 15220 | Contract Administrator | $50,424 |
Filed as: CBIZ SAVITZ Service code 11 · EIN 23-1700844 1845 WALNUT STREET · PHILADELPHIA, PA 191034755 | Actuarial | $35,192 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO Service code 19 · EIN 56-1354495 600 PENN ST, 2ND FL NORTH · READING, PA 19602 | Securities Custodian | $25,148 |
Filed as: PRUDENTIAL INSURANCE CO Service code 28 · EIN 22-1211670 7 GIRALDA FARMS · MADISON, NJ 07940 | Investment Management | $13,903 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES W. JOHNSTON Service code 29 · EIN 23-2077724 101 ERFORD ROAD, SUITE 302 · CAMP HILL, PA 17001 | Legal | $13,031 |
ALAN ROSS & COMPANY, PC3+ years Filed as: ALAN ROSS & COMPANY PC Service code 10 · EIN 20-5367494 10 HEARTHSTONE COURT, SUITE 100 · READING, PA 19606 | Accounting | $11,895 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $61,831-100.0% | $245,396-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 1.8%-1.8pp |
| Annual return | 9.02% | 4.25%+4.8pp | -752.26%+761.3pp | 0.19%+8.8pp |
| Employer contribution / active EE | $5,034 | $11,906-57.7% | $31,802-84.2% | $13,763-63.4% |
| Participant deferral / active EE | $0 | $1,467-100.0% | $47-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $593-100.0% | $1,223-100.0% | $426-100.0% |