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| Provider | Service type | Compensation |
|---|---|---|
BERKSHIRE ASSET MANAGEMENT2+ years Service code 27 · EIN 26-0256914 46 PUBLIC SQUARE, SUITE 700 · WILKES BARRE, PA 18701 | Advisory (Plan) | $78,811 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES W JOHNSTON, PC Service code 29 · EIN 23-2077724 PO BOX 98 · CAMP HILL, PA 170010098 | Legal | $28,315 |
PATH ADMINISTRATORS2+ years Service code 13 · EIN 46-1226464 4785 LINGLESTOWN ROAD, SUITE 200 · HARRISBURG, PA 171120480 | Contract Administrator | $27,431 |
BEYER-BARBER COMPANY2+ years Service code 11 · EIN 23-1631375 1136 HAMILTON STREET SUITE 103 · ALLENTOWN, PA 181011081 | Actuarial | $13,200 |
ALAN ROSS & COMPANY, PC2+ years Service code 10 · EIN 20-5367494 10 HEARTHSTONE COURT · READING, PA 19606 | Accounting | $7,500 |
Service code 13 · EIN 23-1719817 | Contract Administrator | $5,000 |
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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 | $49,677-100.0% | $374,107-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 3.6%-3.6pp |
| Annual return | 10.82% | 5.80%+5.0pp | 4.74%+6.1pp | 11.88%-1.1pp |
| Employer contribution / active EE | $8,228 | $15,506-46.9% | $36,089-77.2% | $14,612-43.7% |
| Participant deferral / active EE | $0 | $206-100.0% | $59-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $10,677-100.0% | $637-100.0% |