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| Provider | Service type | Compensation |
|---|---|---|
PFM ADVISORS1 year Filed as: PFM ASSET MANAGEMENT Service code 28 · EIN 25-1599131 213 MARKET STREET · HARRISBURG, PA 17101 | Investment Management | $50,613 |
Filed as: LAWRENCE C. MUSGROVE ASSOCIATES INC Service code 14 PO BOX 13487 · ROANOKE, VA 24034 | Plan Administrator | $30,000 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES W. JOHNSTON, P.C. Service code 29 PO BOX 98 · CAMP HILL, PA 170010098 | Legal | $28,135 |
RICHARD GABRIEL & ASSOC4+ years Service code 11 · EIN 23-2129431 601 DRESHER ROAD, SUITE 201 · HORSHAM, PA 19044 | Actuarial | $15,660 |
CAMPBELL TAYLOR WASHBURN4+ years Filed as: CAMPBELL RAPPOLD & YURASITS LLP Service code 10 · EIN 23-1386942 1033 SOUTH CEDAR CREST BOULEVARD · ALLENTOWN, PA 18103 | Accounting | $12,620 |
Filed as: O'NEILL CONSULTING Service code 14 · EIN 23-6289032 487 DEVON PARK DR, SUITE 206 · WAYNE, PA 190871808 | Plan Administrator | $12,250 |
CALIBRE CPA GROUP PLLC1 year Filed as: CALIBRE CPA GROUP PLC Service code 10 7501 WISCONSIN AVENUE, SUITE 1200W · BETHSEDA, MD 20814 | Accounting | $11,375 |
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Annual investment return 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $5,399,274-100.0% | $568,132-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 13.0%-13.0pp |
| Annual return | 4.02% | 12.98%-9.0pp | 14.64%-10.6pp | 13.59%-9.6pp |
| Employer contribution / active EE | $12,792 | $16,363-21.8% | $41,831-69.4% | $14,592-12.3% |
| Participant deferral / active EE | $0 | $94-100.0% | $200-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $548,767-100.0% | $36,942-100.0% | $29,657-100.0% |