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| Provider | Service type | Compensation |
|---|---|---|
BERKSHIRE ASSET MANAGEMENT8+ years Service code 27 · EIN 26-0256914 46 PUBLIC SQUARE, SUITE 700 · WILKES BARRE, PA 18701 | Advisory (Plan) | $109,840 |
Filed as: LAWRENCE C MUSGROVE ASSOCIATES Service code 13 · EIN 54-0759756 PO BOX 1769 · SALEM, VA 241531769 | Contract Administrator | $34,560 |
FOSTER & FOSTER2 years Service code 11 · EIN 23-1631375 1136 HAMILTON STREET SUITE 103 · ALLENTOWN, PA 181011081 | Actuarial | $24,580 |
O'DONOGHUE & O'DONOGHUE6 years Filed as: O'DONOGHUE & O'DONOGHUE, LLP Service code 29 · EIN 53-0120528 5301 WISCONSIN AVE, NW, STE 800 · WASHINGTON, DC 20015 | Legal | $12,328 |
ALAN ROSS & COMPANY, PC8+ years Service code 10 · EIN 20-5367494 10 HEARTHSTONE COURT · READING, PA 19606 | Accounting | $9,235 |
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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 | $46,984-100.0% | $213,834-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.3%-12.3pp | 5.6%-5.6pp |
| Annual return | -9.45% | -15.55%+6.1pp | -5.16%-4.3pp | 39.77%-49.2pp |
| Employer contribution / active EE | $15,324 | $14,317+7.0% | $31,020-50.6% | $19,959-23.2% |
| Participant deferral / active EE | $0 | $817-100.0% | $101-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $2,852-100.0% | $62-100.0% |