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| Provider | Service type | Compensation |
|---|---|---|
PRIME, BUCHHOLZ & ASSOCIATES2+ years Filed as: PRIME, BUCHHOLZ & ASSOCIATES, INC. Service code 27 · EIN 02-0426421 273 CORPORATE DRIVE · PORTSMOUTH, NH 03801 | Advisory (Plan) | $78,962 |
PNC BANK, N.A.2+ years Service code 18 · EIN 25-1211909 620 LIBERTY AVENUE · PITTSBURGH, PA 15222 | Custodial (other than securities) | $29,841 |
WELLINGTON TRUST COMPANY2+ years Service code 27 · EIN 20-8424953 280 CONGRESS STREET · BOSTON, MA 02210 | Advisory (Plan) | $21,321 |
CORE CAPITAL SOLUTIONS2+ years Filed as: IR&M CORE BOND FUND LLC Service code 28 100 FEDERAL STREET-33RD FLOOR · BOSTON, MA 02110 | Investment Management | $18,676 |
HALLETT ASSOCIATES, INC.2+ 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) | $14,570 |
FREED MAXICK CPAS PC2+ years Filed as: FREED MAXICK CPAS, P.C. Service code 10 · EIN 45-4051133 800 LIBERTY BUILDING · BUFFALO, NY 14202 | Accounting | $8,727 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $41,934-100.0% | $219,466-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 44.6%-44.6pp | 1.8%-1.8pp |
| Annual return | 2.84% | 5.09%-2.2pp | 5.00%-2.2pp | 7.18%-4.3pp |
| Employer contribution / active EE | $67,927 | $7,393+818.8% | $35,918+89.1% | $13,095+418.7% |
| Participant deferral / active EE | $0 | $178-100.0% | $75-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $128-100.0% | $13,204-100.0% | $362-100.0% |