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| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.1+ years Filed as: PNC SMALL CAP FUND Service code 52 · EIN 22-1146430 | Indirect Investment Fees | $73,218 |
ROGER GROVER1+ years Service code 30 · EIN 22-1929328 | Employee (plan) | $71,543 |
LFL VERITAS LLC1+ years Service code 10 · EIN 02-0709697 | Accounting | $47,250 |
LOOMIS SAYLES1+ years Filed as: LOOMIS, SAYLES & COMPANY, L.P. Service code 51 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Investment Mgmt Fees | $45,330 |
AMERICAN REALTY ADVISORS1+ years Filed as: AMERICAN CORE REALTY FUND, LLC Service code 51 · EIN 33-0123114 | Investment Mgmt Fees | $33,283 |
RICHARD GABRIEL ASSOCIATES1+ years Filed as: RICHARD GABRIEL & ASSOCIATES Service code 11 · EIN 23-2279176 | Actuarial | $30,985 |
DAHAB ASSOCIATES1+ years Service code 27 · EIN 11-2783874 | Advisory (Plan) | $29,364 |
Filed as: ZAZZALI FAGELLA NOWAK KLEINBAUM Service code 29 ONE RIVERFRONT PLAZA · NEWARK, NJ 07102 | Legal | $26,053 |
JFL INT'L EQUITY FUND1+ years Service code 52 1209 ORANGE STREET · WILMINGTON, DE 19801 | Indirect Investment Fees | $17,756 |
FISCHER DORWART, P.C.1+ years Service code 10 · EIN 23-2247478 | Accounting | $14,000 |
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Employer contribution per participant 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 | $82,591-100.0% | $846,462-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 0.8%-0.8pp |
| Annual return | -0.63% | 0.06%-0.7pp | -0.81%+0.2pp | -0.60%0pp |
| Employer contribution / active EE | $2,469 | $14,206-82.6% | $38,425-93.6% | $12,272-79.9% |
| Participant deferral / active EE | $0 | $1-100.0% | $315-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $15,697-100.0% | $717-100.0% |