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| Provider | Service type | Compensation |
|---|---|---|
BERKSHIRE ASSET MANAGEMENT6+ years Service code 27 · EIN 26-0256914 46 PUBLIC SQUARE, SUITE 700 · WILKES BARRE, PA 18701 | Advisory (Plan) | $93,388 |
Filed as: LAWRENCE C MUSGROVE ASSOCIATES Service code 13 · EIN 54-0759756 PO BOX 13487 · ROANAOKE, VA 24034 | Contract Administrator | $32,400 |
BEYER-BARBER COMPANY6+ years Service code 11 · EIN 23-1631375 1136 HAMILTON STREET SUITE 103 · ALLENTOWN, PA 181011081 | Actuarial | $22,282 |
ALAN ROSS & COMPANY, PC6+ years Service code 10 · EIN 20-5367494 10 HEARTHSTONE COURT · READING, PA 19606 | Accounting | $8,936 |
CHARLES SCHWAB & CO., INC.6+ years Filed as: CHARLES W JOHNSTON, PC Service code 29 · EIN 23-2077724 PO BOX 98 · CAMP HILL, PA 170010098 | Legal | $5,607 |
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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 | $409,661-100.0% | $373,805-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 18.9%-18.9pp | 1.7%-1.7pp |
| Annual return | 8.29% | 10.61%-2.3pp | 9.52%-1.2pp | 627.08%-618.8pp |
| Employer contribution / active EE | $11,253 | $21,392-47.4% | $41,951-73.2% | $18,824-40.2% |
| Participant deferral / active EE | $0 | $61-100.0% | $18-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $1,512-100.0% | $1,923-100.0% |