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| Provider | Service type | Compensation |
|---|---|---|
PFM ADVISORS4+ years Service code 28 · EIN 23-3087064 TWO LOGAN SQUARE SUITE 1600 · PHILADELPHIA, PA 191034755 | Investment Management | $71,696 |
BENEFITS PLANNERS & ASSOCIATES4+ years Service code 13 · EIN 25-1260770 1910 COCHRAN ROAD SUITE 605 · PITTSBURGH, PA 15220 | Contract Administrator | $61,161 |
Filed as: CBIZ SAVITZ Service code 11 · EIN 23-1700844 1845 WALNUT STREET · PHILADELPHIA, PA 191034755 | Actuarial | $37,700 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO Service code 19 · EIN 56-1354495 600 PENN ST, 2ND FL NORTH · READING, PA 19602 | Securities Custodian | $25,556 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES W. JOHNSTON Service code 29 · EIN 23-2077724 101 ERFORD ROAD, SUITE 302 · CAMP HILL, PA 17001 | Legal | $19,263 |
Filed as: PRUDENTIAL INSURANCE CO Service code 28 · EIN 22-1211670 7 GIRALDA FARMS · MADISON, NJ 07940 | Investment Management | $18,314 |
ALAN ROSS & COMPANY, PC4+ years Filed as: ALAN ROSS & COMPANY PC Service code 10 · EIN 20-5367494 10 HEARTHSTONE COURT, SUITE 100 · READING, PA 19606 | Accounting | $10,750 |
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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 | $10,224,557-100.0% | $362,723-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 38.2%-38.2pp | 1.2%-1.2pp |
| Annual return | 3.05% | 10.27%-7.2pp | 10.56%-7.5pp | 53.27%-50.2pp |
| Employer contribution / active EE | $5,375 | $12,273-56.2% | $30,197-82.2% | $14,774-63.6% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $35,729-100.0% | $2,168-100.0% | $13,289-100.0% |