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| Provider | Service type | Compensation |
|---|---|---|
BERKSHIRE ASSET MANAGEMENT4+ years Service code 27 · EIN 26-0256914 46 PUBLIC SQUARE, SUITE 700 · WILKES BARRE, PA 18701 | Advisory (Plan) | $89,850 |
O'DONOGHUE & O'DONOGHUE2 years Filed as: O'DONOGHUE & O'DONOGHUE, LLP Service code 29 · EIN 53-0120528 5301 WISCONSIN AVE, NW, STE 800 · WASHINGTON, DC 20015 | Legal | $68,643 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES W JOHNSTON, PC Service code 29 · EIN 23-2077724 PO BOX 98 · CAMP HILL, PA 170010098 | Legal | $38,109 |
BEYER-BARBER COMPANY4+ years Service code 11 · EIN 23-1631375 1136 HAMILTON STREET SUITE 103 · ALLENTOWN, PA 181011081 | Actuarial | $30,462 |
Service code 13 · EIN 23-1719817 | Contract Administrator | $12,500 |
ALAN ROSS & COMPANY, PC4+ years Service code 10 · EIN 20-5367494 10 HEARTHSTONE COURT · READING, PA 19606 | Accounting | $7,600 |
Filed as: LAWRENCE C MUSGROVE ASSOCIATES Service code 13 · EIN 54-0759756 PO BOX 13487 · ROANAOKE, VA 24034 | Contract Administrator | $6,867 |
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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 | $88,507-100.0% | $379,314-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 3.1%-3.1pp | 17.4%-17.4pp | 4.7%-4.7pp |
| Annual return | -4.10% | -1.53%-2.6pp | -2.18%-1.9pp | -0.69%-3.4pp |
| Employer contribution / active EE | $12,884 | $14,498-11.1% | $38,751-66.8% | $16,786-23.2% |
| Participant deferral / active EE | $0 | $305-100.0% | $151-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $264-100.0% | $4,180-100.0% | $124-100.0% |