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| Provider | Service type | Compensation |
|---|---|---|
ROGER GROVER2+ years Service code 30 · EIN 22-1929328 | Employee (plan) | $71,403 |
PNC BANK, N.A.2+ years Filed as: PNC SMALL CAP FUND Service code 52 · EIN 22-1146430 | Indirect Investment Fees | $62,035 |
JFL INT'L EQUITY FUND2+ years Service code 52 1209 ORANGE STREET · WILMINGTON, DE 19801 | Indirect Investment Fees | $49,573 |
AMERICAN REALTY ADVISORS2+ years Filed as: AMERICAN CORE REALTY FUND, LLC Service code 51 · EIN 33-0123114 | Investment Mgmt Fees | $49,277 |
TRILOGY CAPITAL INC1 year Filed as: TRILOGY PARTNERS Service code 10 301 OXFORD VALLEY ROAD · YARDLEY, PA 19067 | Accounting | $43,350 |
LOOMIS SAYLES2+ years Filed as: LOOMIS, SAYLES & COMPANY, L.P. Service code 51 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Investment Mgmt Fees | $35,480 |
DAHAB ASSOCIATES2+ years Service code 27 · EIN 11-2783874 | Advisory (Plan) | $28,600 |
RICHARD GABRIEL ASSOCIATES2+ years Filed as: RICHARD GABRIEL & ASSOCIATES Service code 11 · EIN 23-2279176 | Actuarial | $26,300 |
GARCIA HAMILTON & ASSOCIATES2+ years Filed as: GARCIA HAMILTON Service code 52 1401 MCKINNEY · HOUSTON, TX 77010 | Indirect Investment Fees | $23,310 |
Filed as: ZAZZALI FAGELLA NOWAK KLEINBAUM Service code 29 ONE RIVERFRONT PLAZA · NEWARK, NJ 07102 | Legal | $15,000 |
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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 | $35,636-100.0% | $374,107-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 1.8%-1.8pp |
| Annual return | 5.42% | 5.13%+0.3pp | 4.74%+0.7pp | 7.18%-1.8pp |
| Employer contribution / active EE | $2,520 | $14,689-82.8% | $36,089-93.0% | $13,095-80.8% |
| Participant deferral / active EE | $0 | $59-100.0% | $59-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $10,677-100.0% | $362-100.0% |