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| Provider | Service type | Compensation |
|---|---|---|
PRIME, BUCHHOLZ & ASSOCIATES3+ years Filed as: PRIME, BUCHHOLZ & ASSOCIATES, INC. Service code 27 · EIN 02-0426421 273 CORPORATE DRIVE · PORTSMOUTH, NH 03801 | Advisory (Plan) | $81,199 |
PNC BANK, N.A.3+ years Service code 18 · EIN 25-1211909 620 LIBERTY AVENUE · PITTSBURGH, PA 15222 | Custodial (other than securities) | $31,667 |
WELLINGTON TRUST COMPANY3+ years Service code 27 · EIN 20-8424953 280 CONGRESS STREET · BOSTON, MA 02210 | Advisory (Plan) | $24,405 |
CORE CAPITAL SOLUTIONS3+ years Filed as: IR&M CORE BOND FUND LLC Service code 28 100 FEDERAL STREET-33RD FLOOR · BOSTON, MA 02110 | Investment Management | $21,937 |
HALLETT ASSOCIATES, INC.3+ years Service code 11 · EIN 25-1592340 2591 WEXFORD-BAYNE ROAD, STE 402 · SEWICKLEY, PA 151438676 | Actuarial | $17,000 |
Filed as: COLCHESTER GLOBAL INVESTORS INC. Service code 27 · EIN 36-7324183 885 THIRD AVENUE, 24TH FLOOR · NEW YORK, NY 10022 | Advisory (Plan) | $14,857 |
FREED MAXICK CPAS PC3+ years Filed as: FREED MAXICK CPAS, P.C. Service code 10 · EIN 45-4051133 800 LIBERTY BUILDING · BUFFALO, NY 14202 | Accounting | $9,194 |
Filed as: CBIZ Service code 11 · EIN 22-2769024 | Actuarial | $6,975 |
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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.
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.
Plan reported a final filing / termination within the last year.
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 | $0 | $1,723,788-100.0% | $198,173-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.0%-42.0pp | 1.9%-1.9pp |
| Annual return | -76.87% | 12.40%-89.3pp | 10.16%-87.0pp | 23.90%-100.8pp |
| Employer contribution / active EE | $6,574 | $8,748-24.8% | $33,192-80.2% | $16,539-60.2% |
| Participant deferral / active EE | $0 | $217-100.0% | $66-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $7,531-100.0% | $18,975-100.0% |