Filed May 15, 2024
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Investment management; Participant lo... | $23,127 |
GATEWAY ADVISORY, LLC1+ years Filed as: GATEWAY ADVISORY LLC Service code 16 · EIN 27-1678306 | Consulting | $19,794 |
PNC BANK, N.A.1+ years Filed as: PNC Service code 10 500 FIRST AVE · PITTSBURGH, PA 15219 | Accounting | $7,460 |
NATIONAL FINANCIAL SERVICES1+ years Service code 12 · EIN 04-3523567 | Participant loan processing; Securiti... | $0 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,454 | $38,925-16.6% | $73,835-56.0% | $55,191-41.2% |
| Participation rate | 100.0% | 66.0%+34.0pp | 73.4%+26.6pp | 69.2%+30.8pp |
| Annual return | -0.82% | 6.31%-7.1pp | 2268.13%-2268.9pp | 10.78%-11.6pp |
| Employer contribution / active EE | $0 | $1,695-100.0% | $2,788-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $0 | $2,351-100.0% | $3,583-100.0% | $3,046-100.0% |
| Admin fee / account holder | $124 | $83+49.8% | $4,880-97.5% | $91+36.7% |