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| Provider | Service type | Compensation |
|---|---|---|
PFM ADVISORS4 years Filed as: PFM ASSET MANAGEMENT Service code 28 · EIN 25-1599131 213 MARKET STREET · HARRISBURG, PA 17101 | Investment Management | $49,124 |
CAMPBELL TAYLOR WASHBURN7+ years Filed as: CAMPBELL RAPPOLD & YURASITS LLP Service code 10 · EIN 23-1386942 1033 SOUTH CEDAR CREST BOULEVARD · ALLENTOWN, PA 18103 | Accounting | $27,500 |
Filed as: LAWRENCE C. MUSGROVE ASSOCIATES INC Service code 14 PO BOX 13487 · ROANOKE, VA 24034 | Plan Administrator | $24,000 |
RICHARD GABRIEL & ASSOC7+ years Service code 11 · EIN 23-2129431 601 DRESHER ROAD, SUITE 201 · HORSHAM, PA 19044 | Actuarial | $10,360 |
O'DONOGHUE & O'DONOGHUE1 year Filed as: O'DONOGHUE & O'DONOGHUE, LLP Service code 29 5301 WISCONSIN AVENUE, NW,SUITE 800 · WASHINGTON, DC 20015 | Legal | $7,444 |
CALIBRE CPA GROUP PLLC4 years Filed as: CALIBRE CPA GROUP PLC Service code 10 7501 WISCONSIN AVENUE, SUITE 1220W · BETHESDA, MD 20814 | Accounting | $6,721 |
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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 | $36,148-100.0% | $164,721-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 16.7%-16.7pp | 21.0%-21.0pp | 9.9%-9.9pp |
| Annual return | -14.10% | -4.92%-9.2pp | -5.85%-8.3pp | -5.25%-8.9pp |
| Employer contribution / active EE | $9,302 | $10,994-15.4% | $31,839-70.8% | $15,161-38.6% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $436-100.0% | $1,000-100.0% | $3,859-100.0% |