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| Provider | Service type | Compensation |
|---|---|---|
BEYER-BARBER COMPANY2 years Service code 11 · EIN 23-2503024 1136 HAMILTON STREET · ALLENTOWN, PA 18101 | Actuarial | $27,363 |
STEVENS & LEE1 year Service code 29 · EIN 23-1886296 111 NORTH SIXTH STREET · READING, PA 19601 | Legal | $26,121 |
THE SEGAL COMPANY1 year Filed as: SEGAL MARCOS ADVISORS Service code 27 · EIN 13-2646110 P O BOX 6412 · NEW YORK, NY 10261 | Advisory (Plan) | $25,399 |
GAGE PERSONNEL1 year Filed as: GAGE ENTERPRISES INC Service code 49 · EIN 23-2368413 101 N 7TH AVENUE · WEST READING, PA 19611 | Other Services | $12,673 |
HERBEIN & COMPANY, INC.2 years Filed as: HERBEIN COMPANY INC Service code 10 · EIN 23-2415973 2763 CENTURY BOULEVARD · WYOMISSING, PA 19610 | Accounting | $11,000 |
BB&T2 years Service code 19 · EIN 56-0149200 P O BOX 2887 · WILSON, NC 27894 | Securities Custodian | $8,122 |
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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 | $409,661-100.0% | $91,826-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 4.7%-4.7pp | 1.7%-1.7pp |
| Annual return | 9.45% | 20.91%-11.5pp | 793.01%-783.6pp | 627.08%-617.6pp |
| Employer contribution / active EE | $5,130 | $11,580-55.7% | $27,004-81.0% | $18,824-72.7% |
| Participant deferral / active EE | $0 | $179-100.0% | $154-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $4,239-100.0% | $1,923-100.0% |