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| Provider | Service type | Compensation |
|---|---|---|
KELLEE K WALLACE2+ years Service code 12 P O BOX 905 · SHILLINGTON, PA 19607 | Claims processing | $48,924 |
THE SEGAL COMPANY2+ 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 COMPANY2+ years Filed as: BEYER BARBER COMPANY Service code 11 · EIN 23-2503024 1136 HAMILTON STREET · ALLENTOWN, PA 18101 | Actuarial | $17,895 |
HERBEIN & COMPANY, INC.1 year Filed as: HERBEIN COMPANY, INC Service code 10 · EIN 23-2415973 2763 CENTURY BOULEVARD · WYOMISSING, PA 19610 | Accounting | $10,280 |
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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 | $49,677-100.0% | $209,859-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 3.6%-3.6pp |
| Annual return | 3.85% | 2.79%+1.1pp | 4.16%-0.3pp | 11.88%-8.0pp |
| Employer contribution / active EE | $4,215 | $10,530-60.0% | $29,966-85.9% | $14,612-71.2% |
| Participant deferral / active EE | $0 | $5,826-100.0% | $145-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $13,952-100.0% | $637-100.0% |