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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 19 · EIN 36-3145972 410 SEVERN AVE BLDG B STE 211 · ANNAPOLIS, MD 21403 | Securities Custodian | $52,202 |
Filed as: LAWRENCE C MUSGROVE ASSOCIATES Service code 13 · EIN 54-0759756 PO BOX 13487 · ROANOKE, VA 24034 | Contract Administrator | $51,600 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 600 HAMILTON ST, STE 900 · ALLENTOWN, PA 181012119 | Advisory (Plan) | $33,709 |
BEYER-BARBER COMPANY4+ years Filed as: BEYER-BARBER CO Service code 11 · EIN 23-2503024 1136 HAMILTON STREET · ALLENTOWN, PA 18101 | Actuarial | $24,028 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES W JOHNSTON, PC Service code 29 · EIN 23-2077724 101 ERFORD ROAD · CAMP HILL, PA 17001 | Legal | $21,802 |
ALAN ROSS & COMPANY, PC4+ years Filed as: ALAN ROSS & COMPANY Service code 10 · EIN 20-5367494 10 HEARTHSTONE COURT SUITE 100 · READING, PA 19606 | Accounting | $15,500 |
BECKLEY & MADDEN, LLC1 year Service code 29 · EIN 23-1889859 212 NORTH THIRD STREET, STE 301 · HARRISBURG, PA 17101 | Legal | $14,666 |
Filed as: CHARLES SCHWAB & COMPANY, INC Service code 19 · EIN 94-1737782 211 MAIN STREET · SAN FRANCICO, CA 94105 | Securities Custodian | $250 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $46,244-100.0% | $362,723-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 38.2%-38.2pp | 2.8%-2.8pp |
| Annual return | -0.32% | 11.52%-11.8pp | 10.56%-10.9pp | 16.32%-16.6pp |
| Employer contribution / active EE | $11,115 | $11,821-6.0% | $30,197-63.2% | $17,007-34.6% |
| Participant deferral / active EE | $0 | $406-100.0% | $33-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $2,168-100.0% | $127-100.0% |