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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 54-0759756 PO BOX 13487 · ROANOKE, VA 24034 | Contract Administrator | $24,000 |
BERKSHIRE ASSET MANAGEMENT3 years Service code 27 · EIN 26-0256914 46 PUBLIC SQUARE, SUITE 700 · WILKES BARRE, PA 18701 | Advisory (Plan) | $21,448 |
ALAN ROSS & COMPANY, PC6+ years Filed as: ALAN ROSS AND COMPANY PC Service code 10 · EIN 20-5367494 10 HEARTHSTONE COURT · READING, PA 19606 | Accounting | $8,136 |
O'DONOGHUE & O'DONOGHUE1 year Service code 29 · EIN 53-0120528 5301 WISCONSIN AVE, NW, STE 800 · WASHINGTON, DC 20015 | Legal | $6,122 |
CHARLES SCHWAB & CO., INC.6+ years Filed as: CHARLES JOHNSTON PC Service code 29 · EIN 23-2077724 101 ERFORD ROAD, SUITE 302 · CAMP HILL, PA 17001 | Legal | $5,826 |
Filed as: THE PRUDENTIAL INSURANCE CO OF AM Service code 15 · EIN 22-1211670 | Recordkeeping | $2,015 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,830 | $111,608+21.7% | $177,848-23.6% | $73,412+85.0% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.7%+12.3pp | 72.2%+27.8pp |
| Annual return | 21.89% | 18.23%+3.7pp | 48.33%-26.4pp | 59.30%-37.4pp |
| Employer contribution / active EE | $4,187 | $3,796+10.3% | $5,919-29.3% | $2,234+87.4% |
| Participant deferral / active EE | $0 | $6,199-100.0% | $7,714-100.0% | $3,806-100.0% |
| Admin fee / account holder | $211 | $166+27.7% | $12,431-98.3% | $158+33.9% |