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| Provider | Service type | Compensation |
|---|---|---|
PFM ADVISORS3+ years Service code 27 · EIN 23-3087064 | Advisory (Plan) | $265,917 |
PATH ADMINISTRATORS3+ years Service code 13 · EIN 46-1226464 | Contract Administrator | $116,928 |
Filed as: CBIZ SAVITZ ORGANIZATION Service code 11 · EIN 23-1700844 | Actuarial | $88,460 |
THE BANK OF NEW YORK MELLON2 years Filed as: U.S. BANK Service code 19 · EIN 31-0841368 | Securities Custodian | $39,265 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES JOHNSTON Service code 29 · EIN 23-2077724 | Legal | $38,263 |
Filed as: CLEARY, JOSEM & TRIGIANI Service code 29 325 CHESTNUT STREET, SUITE 200 · PHILADELPHIA, PA 19106 | Legal | $34,206 |
KANG HAGGERTY & FETBROYT1 year Filed as: KANG HAGGERTY & FEYROT, LLC Service code 29 123 S BROAD STREET, SUITE 1670 · PHILADELPHIA, PA 19109 | Legal | $21,073 |
FISCHER DORWART, P.C.1 year Filed as: FISCHER DORWART, PC Service code 10 · EIN 23-2247478 | Accounting | $18,000 |
CALIBRE CPA GROUP PLLC1 year Filed as: CALIBRE CPA GROUP Service code 10 7501 WISCONSIN AVE · BETHESDA, MD 20814 | Accounting | $7,181 |
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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 | $61,831-100.0% | $245,396-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 1.8%-1.8pp |
| Annual return | 9.98% | 4.25%+5.7pp | -752.26%+762.2pp | 0.19%+9.8pp |
| Employer contribution / active EE | $24,719 | $11,906+107.6% | $31,802-22.3% | $13,763+79.6% |
| Participant deferral / active EE | $0 | $1,467-100.0% | $47-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $593-100.0% | $1,223-100.0% | $426-100.0% |