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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 ADVISORS6 years Filed as: PFM ASSET MANAGEMENT Service code 28 · EIN 25-1599131 213 MARKET STREET · HARRISBURG, PA 17101 | Investment Management | $34,268 |
CAMPBELL TAYLOR WASHBURN9+ years Filed as: CAMPBELL RAPPOLD & YURASITS LLP Service code 10 · EIN 23-1386942 1033 SOUTH CEDAR CREST BOULEVARD · ALLENTOWN, PA 18103 | Accounting | $14,275 |
RICHARD GABRIEL & ASSOC9+ years Service code 11 · EIN 23-2129431 601 DRESHER ROAD, SUITE 201 · HORSHAM, PA 19044 | Actuarial | $14,000 |
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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 | $206,041-100.0% | $201,416-100.0% | $339,457-100.0% |
| Participation rate | 0.0% | 56.3%-56.3pp | 32.7%-32.7pp | 43.9%-43.9pp |
| Annual return | 10.86% | 7.46%+3.4pp | 8.10%+2.8pp | 13.05%-2.2pp |
| Employer contribution / active EE | $15,272 | $34,709-56.0% | $28,665-46.7% | $37,651-59.4% |
| Participant deferral / active EE | $0 | $2-100.0% | $10-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $63,103-100.0% | $60,136-100.0% | $31,074-100.0% |