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| Provider | Service type | Compensation |
|---|---|---|
Filed as: LAWRENCE C MUSGROVE ASSOCIATES Service code 13 · EIN 54-0759756 PO BOX 13487 · ROANOKE, VA 24034 | Contract Administrator | $55,772 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 600 HAMILTON ST, STE 900 · ALLENTOWN, PA 181012119 | Advisory (Plan) | $46,007 |
BEYER-BARBER COMPANY5+ years Filed as: BEYER-BARBER CO Service code 11 · EIN 23-2503024 1136 HAMILTON STREET · ALLENTOWN, PA 18101 | Actuarial | $39,176 |
ALAN ROSS & COMPANY, PC5+ years Filed as: ALAN ROSS & COMPANY Service code 10 · EIN 20-5367494 10 HEARTHSTONE COURT SUITE 100 · READING, PA 19606 | Accounting | $16,295 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES W JOHNSTON, PC Service code 29 · EIN 23-2077724 101 ERFORD ROAD · CAMP HILL, PA 17001 | Legal | $14,729 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & COMPANY, INC Service code 19 · EIN 94-1737782 211 MAIN STREET · SAN FRANCICO, CA 94105 | Securities Custodian | $100 |
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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 | $409,661-100.0% | $165,322-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.5%-32.5pp | 1.7%-1.7pp |
| Annual return | -4.49% | 6.95%-11.4pp | 8.01%-12.5pp | 627.08%-631.6pp |
| Employer contribution / active EE | $12,731 | $11,635+9.4% | $29,475-56.8% | $18,824-32.4% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $637-100.0% | $1,923-100.0% |