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| Provider | Service type | Compensation |
|---|---|---|
Filed as: LAWRENCE C. MUSGROVE ASSOCIATES INC Service code 14 PO BOX 13487 · ROANOKE, VA 24034 | Plan Administrator | $36,000 |
PFM ADVISORS7 years Filed as: PFM ASSET MANAGEMENT Service code 28 · EIN 25-1599131 213 MARKET STREET · HARRISBURG, PA 17101 | Investment Management | $33,718 |
RICHARD GABRIEL & ASSOC10+ years Service code 11 · EIN 23-2129431 601 DRESHER ROAD, SUITE 201 · HORSHAM, PA 19044 | Actuarial | $26,346 |
CAMPBELL TAYLOR WASHBURN10+ years Filed as: CAMPBELL RAPPOLD & YURASITS LLP Service code 10 · EIN 23-1386942 1033 SOUTH CEDAR CREST BOULEVARD · ALLENTOWN, PA 18103 | Accounting | $14,650 |
Service code 10 4B EVES DRIVE · MARLTON, NJ 08053 | Accounting | $14,225 |
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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 | $82,130-100.0% | $82,130-100.0% | $380,063-100.0% |
| Participation rate | 0.0% | 50.0%-50.0pp | 12.5%-12.5pp | 27.7%-27.7pp |
| Annual return | 10.10% | 8.23%+1.9pp | 8.99%+1.1pp | 15.59%-5.5pp |
| Employer contribution / active EE | $15,680 | $43,293-63.8% | $25,171-37.7% | $33,256-52.9% |
| Participant deferral / active EE | $0 | $0 | $1-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $1,134-100.0% | $1,134-100.0% | $21,009-100.0% |