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| Provider | Service type | Compensation |
|---|---|---|
KELLEE K WALLACE1+ years Service code 12 P O BOX 905 · SHILLINGTON, PA 19607 | Claims processing | $48,000 |
THE SEGAL COMPANY1+ years Filed as: SEGAL ROGERSCASEY Service code 20 · EIN 13-2646110 P O BOX 6412 · NEW YORK, NY 10261 | Trustee (individual) | $24,750 |
BEYER-BARBER COMPANY1+ years Filed as: BEYER BARBER COMPANY Service code 11 · EIN 23-2503024 1136 HAMILTON STREET · ALLENTOWN, PA 18101 | Actuarial | $19,365 |
HERBEIN & COMPANY, INC.1+ years Filed as: HERBEIN COMPANY, INC. Service code 10 · EIN 23-2415973 2763 CENTURY BOULEVARD · WYOMISSING, PA 19610 | Accounting | $10,500 |
MCGLINN CAPITAL MGT1+ years Service code 20 · EIN 23-1903620 850 NORTH WYOMISSING AVENUE · WYOMISSING, PA 19610 | Trustee (individual) | $5,519 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $211,396-100.0% | $115,244-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.3%-33.3pp | 4.3%-4.3pp |
| Annual return | -2.49% | -1.83%-0.7pp | -1.61%-0.9pp | 2.81%-5.3pp |
| Employer contribution / active EE | $3,910 | $9,208-57.5% | $30,840-87.3% | $16,358-76.1% |
| Participant deferral / active EE | $0 | $0 | $41-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $1,639-100.0% | $3,433-100.0% | $1,639-100.0% |