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| Provider | Service type | Compensation |
|---|---|---|
KELLEE K WALLACE3+ years Service code 12 P O BOX 905 · SHILLINGTON, PA 19607 | Claims processing | $48,000 |
THE SEGAL COMPANY1 year Filed as: SEGAL MARCOS Service code 20 · EIN 13-2646110 P O BOX 6412 · NEW YORK, NY 10261 | Trustee (individual) | $24,500 |
BEYER-BARBER COMPANY3+ years Filed as: BEYER BARBER COMPANY Service code 11 · EIN 23-2503024 1136 HAMILTON STREET · ALLENTOWN, PA 18101 | Actuarial | $18,057 |
HERBEIN & COMPANY, INC.2 years Filed as: HERBEIN COMPANY, INC Service code 10 · EIN 23-2415973 2763 CENTURY BOULEVARD · WYOMISSING, PA 19610 | Accounting | $10,150 |
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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 | $44,091-100.0% | $184,886-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 4.5%-4.5pp |
| Annual return | 11.04% | 11.09%0pp | 8.32%+2.7pp | 13.95%-2.9pp |
| Employer contribution / active EE | $4,791 | $10,980-56.4% | $30,793-84.4% | $16,598-71.1% |
| Participant deferral / active EE | $0 | $4,074-100.0% | $90-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $2,802-100.0% | $612-100.0% |