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| Provider | Service type | Compensation |
|---|---|---|
BERKSHIRE ASSET MANAGEMENT1+ years Service code 27 · EIN 26-0256914 46 PUBLIC SQUARE, SUITE 700 · WILKES BARRE, PA 18701 | Advisory (Plan) | $77,987 |
PATH ADMINISTRATORS1+ years Service code 13 · EIN 46-1226464 4785 LINGLESTOWN ROAD, SUITE 200 · HARRISBURG, PA 171120480 | Contract Administrator | $31,982 |
BEYER-BARBER COMPANY1+ years Service code 11 · EIN 23-1631375 1136 HAMILTON STREET SUITE 103 · ALLENTOWN, PA 181011081 | Actuarial | $23,502 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES W JOHNSTON, PC Service code 29 · EIN 23-2077724 PO BOX 98 · CAMP HILL, PA 170010098 | Legal | $21,632 |
SVS ASSOCIATES1+ years Service code 14 · EIN 23-2406253 248 PARRISH STREET · WILKES BARRE, PA 18702 | Plan Administrator | $9,900 |
ALAN ROSS & COMPANY, PC1+ years Service code 10 · EIN 20-5367494 10 HEARTHSTONE COURT · READING, PA 19606 | Accounting | $9,375 |
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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 | $211,396-100.0% | $846,462-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 4.3%-4.3pp |
| Annual return | 0.26% | -1.13%+1.4pp | -0.81%+1.1pp | 2.81%-2.6pp |
| Employer contribution / active EE | $7,180 | $14,981-52.1% | $38,425-81.3% | $16,358-56.1% |
| Participant deferral / active EE | $0 | $190-100.0% | $315-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $1,639-100.0% | $15,697-100.0% | $1,639-100.0% |