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| Provider | Service type | Compensation |
|---|---|---|
BENEFITS PLANNERS & ASSOCIATES7+ years Service code 13 · EIN 25-1260770 1910 COCHRAN ROAD SUITE 605 · PITTSBURGH, PA 15220 | Contract Administrator | $66,048 |
PFM ADVISORS7+ years Service code 28 · EIN 23-3087064 TWO LOGAN SQUARE SUITE 1600 · PHILADELPHIA, PA 191034755 | Investment Management | $55,260 |
WELLS FARGO BANK, N.A.7+ years Filed as: WELLS FARGO Service code 19 · EIN 56-1354495 600 PENN ST, 2ND FL NORTH · READING, PA 19602 | Securities Custodian | $35,596 |
Filed as: CBIZ Service code 11 · EIN 23-1700844 1845 WALNUT STREET · PHILADELPHIA, PA 191034755 | Actuarial | $32,100 |
O'DONOGHUE & O'DONOGHUE2 years Filed as: ODONOGHUE & ODONOGHUE Service code 29 · EIN 53-0120528 325 CHESTNUT STREET, SUITE 315 · PHILADELPHIA, PA 19106 | Legal | $15,414 |
ALAN ROSS & COMPANY, PC7+ years Filed as: ALAN ROSS & COMPANY PC Service code 10 · EIN 20-5367494 10 HEARTHSTONE COURT, SUITE 100 · READING, PA 19606 | Accounting | $11,250 |
Filed as: PRUDENTIAL INSURANCE CO Service code 28 · EIN 22-1211670 7 GIRALDA FARMS · MADISON, NJ 07940 | Investment Management | $9,503 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $164,233-100.0% | $164,721-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | -5.08% | -8.26%+3.2pp | -5.84%+0.8pp | 2.77%-7.8pp |
| Employer contribution / active EE | $8,567 | $12,543-31.7% | $31,839-73.1% | $15,262-43.9% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $1,000-100.0% | $1,015-100.0% |