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| Provider | Service type | Compensation |
|---|---|---|
BERKSHIRE ASSET MANAGEMENT10+ years Service code 27 · EIN 26-0256914 46 PUBLIC SQUARE, SUITE 700 · WILKES BARRE, PA 18701 | Advisory (Plan) | $128,647 |
Filed as: LAWRENCE C MUSGROVE ASSOCIATES Service code 13 · EIN 54-0759756 PO BOX 1769 · SALEM, VA 241531769 | Contract Administrator | $35,640 |
FOSTER & FOSTER4 years Service code 11 · EIN 23-1631375 1136 HAMILTON STREET SUITE 103 · ALLENTOWN, PA 181011081 | Actuarial | $24,860 |
ALAN ROSS & COMPANY, PC10+ years Service code 10 · EIN 20-5367494 10 HEARTHSTONE COURT · READING, PA 19606 | Accounting | $9,750 |
O'DONOGHUE & O'DONOGHUE8 years Filed as: O'DONOGHUE & O'DONOGHUE, LLP Service code 29 · EIN 53-0120528 5301 WISCONSIN AVE, NW, STE 800 · WASHINGTON, DC 20015 | Legal | $5,283 |
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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 | $33,520-100.0% | $106,128-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 2.1%-2.1pp |
| Annual return | 9.45% | 9.45%0pp | 5.04%+4.4pp | 7.65%+1.8pp |
| Employer contribution / active EE | $15,672 | $14,895+5.2% | $26,454-40.8% | $20,582-23.9% |
| Participant deferral / active EE | $0 | $632-100.0% | $78-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $16,625-100.0% | $193-100.0% |