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| Provider | Service type | Compensation |
|---|---|---|
BERKSHIRE ASSET MANAGEMENT5+ years Service code 27 · EIN 26-0256914 46 PUBLIC SQUARE, SUITE 700 · WILKES BARRE, PA 18701 | Advisory (Plan) | $90,812 |
BEYER-BARBER COMPANY5+ years Service code 11 · EIN 23-1631375 1136 HAMILTON STREET SUITE 103 · ALLENTOWN, PA 181011081 | Actuarial | $35,659 |
Filed as: LAWRENCE C MUSGROVE ASSOCIATES Service code 13 · EIN 54-0759756 PO BOX 13487 · ROANAOKE, VA 24034 | Contract Administrator | $32,400 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES W JOHNSTON, PC Service code 29 · EIN 23-2077724 PO BOX 98 · CAMP HILL, PA 170010098 | Legal | $26,539 |
ALAN ROSS & COMPANY, PC5+ years Service code 10 · EIN 20-5367494 10 HEARTHSTONE COURT · READING, PA 19606 | Accounting | $8,489 |
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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 | $101,941-100.0% | $568,132-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 3.2%-3.2pp | 21.0%-21.0pp | 2.8%-2.8pp |
| Annual return | 15.17% | 18.13%-3.0pp | 14.64%+0.5pp | 16.32%-1.1pp |
| Employer contribution / active EE | $10,759 | $23,138-53.5% | $41,831-74.3% | $17,007-36.7% |
| Participant deferral / active EE | $0 | $160-100.0% | $200-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $281-100.0% | $36,942-100.0% | $127-100.0% |