Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ACRISURE1 year Service code 11 444 LIBERTY AVENUE, STE 605 · PITTSBURGH, PA 19522 | Actuarial | $98,276 |
Filed as: LAWRENCE C MUSGROVE ASSOCIATES Service code 13 · EIN 54-0759756 PO BOX 13487 · SALEM, VA 24034 | Contract Administrator | $59,955 |
CAPFINANCIAL PARTNERS LLC7 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 600 HAMILTON ST, STE 900 · ALLENTOWN, PA 181012119 | Advisory (Plan) | $53,340 |
ALAN ROSS & COMPANY, PC10+ years Filed as: ALAN ROSS & COMPANY Service code 10 · EIN 20-5367494 10 HEARTHSTONE COURT SUITE 100 · READING, PA 19606 | Accounting | $16,086 |
O'DONOGHUE & O'DONOGHUE5 years Filed as: ODONOGHUE & ODONOGHUE LLP Service code 29 · EIN 53-0120528 325 CHESTNUT STREET, SUITE 515 · PHILADELPHIA, PA 19106 | Legal | $15,110 |
WELLS FARGO BANK, N.A.5 years Filed as: WELLS FARGO BANK, NA Service code 50 · EIN 52-2252204 PO BOX 6995 · PORTLAND, OR 972286995 | Direct Payment | $7,134 |
FOSTER & FOSTER4 years Filed as: FOSTER & FOSTER, INC Service code 11 · EIN 59-1921114 13420 PARKER COMMONS BLVD, STE 104 · FORT MYERS, FL 33912 | Actuarial | $6,200 |
Filed as: BARATZ & ASSOCIATES PA Service code 10 4B EVES DR 100 · MARLTON, NJ 08083 | Accounting | $5,815 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $36,224-100.0% | $82,130-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 2.9%-2.9pp |
| Annual return | 4.31% | 9.01%-4.7pp | 8.99%-4.7pp | 8.39%-4.1pp |
| Employer contribution / active EE | $13,217 | $13,944-5.2% | $25,171-47.5% | $18,340-27.9% |
| Participant deferral / active EE | $0 | $1,279-100.0% | $1-100.0% | $1,279-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | $1,134-100.0% | $200-100.0% |