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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY1 year Filed as: SEGAL MARCOS ADVSORS Service code 27 · EIN 13-2646110 P O BOX 6412 · NEW YORK, NY 10261 | Advisory (Plan) | $24,500 |
KELLEE K WALLACE5+ years Service code 14 P O BOX 905 · SHILLINGTON, PA 19607 | Plan Administrator | $24,440 |
BEYER-BARBER COMPANY1 year Service code 11 · EIN 23-2503024 1136 HAMILTON STREET · ALLENTOWN, PA 18101 | Actuarial | $19,588 |
HERBEIN & COMPANY, INC.1 year Filed as: HERBEIN COMPANY INC Service code 10 · EIN 23-2415973 2763 CENTURY BOULEVARD · WYOMISSING, PA 19610 | Accounting | $11,000 |
BB&T1 year Service code 19 · EIN 56-0149200 P O BOX 2887 · WILSON, NC 27894 | Securities Custodian | $8,133 |
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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 | $46,244-100.0% | $362,723-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 38.2%-38.2pp | 2.8%-2.8pp |
| Annual return | 16.07% | 11.52%+4.6pp | 10.56%+5.5pp | 16.32%-0.2pp |
| Employer contribution / active EE | $4,590 | $11,821-61.2% | $30,197-84.8% | $17,007-73.0% |
| Participant deferral / active EE | $0 | $406-100.0% | $33-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $2,168-100.0% | $127-100.0% |