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| Provider | Service type | Compensation |
|---|---|---|
PFM ADVISORS5 years Filed as: PFM ASSET MANAGEMENT Service code 28 · EIN 25-1599131 213 MARKET STREET · HARRISBURG, PA 17101 | Investment Management | $32,155 |
Filed as: LAWRENCE C. MUSGROVE ASSOCIATES INC Service code 14 PO BOX 13487 · ROANOKE, VA 24034 | Plan Administrator | $27,000 |
RICHARD GABRIEL & ASSOC8+ years Service code 11 · EIN 23-2129431 601 DRESHER ROAD, SUITE 201 · HORSHAM, PA 19044 | Actuarial | $14,000 |
CAMPBELL TAYLOR WASHBURN8+ years Filed as: CAMPBELL RAPPOLD & YURASITS LLP Service code 10 · EIN 23-1386942 1033 SOUTH CEDAR CREST BOULEVARD · ALLENTOWN, PA 18103 | Accounting | $13,750 |
O'DONOGHUE & O'DONOGHUE2 years Filed as: O'DONOGHUE & O'DONOGHUE, LLP Service code 29 5301 WISCONSIN AVENUE, NW,SUITE 800 · WASHINGTON, DC 20015 | Legal | $6,581 |
CALIBRE CPA GROUP PLLC5 years Filed as: CALIBRE CPA GROUP PLC Service code 10 7501 WISCONSIN AVENUE, SUITE 1220W · BETHESDA, MD 20814 | Accounting | $5,425 |
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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 | $55,526-100.0% | $473,625-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 16.7%-16.7pp | 37.3%-37.3pp | 12.4%-12.4pp |
| Annual return | 7.16% | 14.18%-7.0pp | 20.18%-13.0pp | 9.89%-2.7pp |
| Employer contribution / active EE | $10,104 | $10,771-6.2% | $29,108-65.3% | $14,313-29.4% |
| Participant deferral / active EE | $0 | $0 | $6-100.0% | $71-100.0% |
| Admin fee / account holder | $0 | $705-100.0% | $2,262-100.0% | $9,084-100.0% |