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| Provider | Service type | Compensation |
|---|---|---|
ROGER GROVER3+ years Service code 30 · EIN 22-1929328 | Employee (plan) | $80,143 |
PNC BANK, N.A.3+ years Filed as: PNC SMALL CAP FUND Service code 52 · EIN 22-1146430 | Indirect Investment Fees | $65,508 |
JFL INT'L EQUITY FUND3+ years Service code 52 1209 ORANGE STREET · WILMINGTON, DE 19801 | Indirect Investment Fees | $58,070 |
AMERICAN REALTY ADVISORS3+ years Filed as: AMERICAN CORE REALTY FUND, LLC Service code 51 · EIN 33-0123114 | Investment Mgmt Fees | $56,413 |
TRILOGY CAPITAL INC2 years Filed as: TRILOGY PARTNERS Service code 10 301 OXFORD VALLEY ROAD · YARDLEY, PA 19067 | Accounting | $46,750 |
DAHAB ASSOCIATES3+ years Service code 27 · EIN 11-2783874 | Advisory (Plan) | $29,892 |
Filed as: ZAZZALI FAGELLA NOWAK KLEINBAUM Service code 29 ONE RIVERFRONT PLAZA · NEWARK, NJ 07102 | Legal | $29,487 |
RICHARD GABRIEL ASSOCIATES3+ years Filed as: RICHARD GABRIEL & ASSOCIATES Service code 11 · EIN 23-2279176 | Actuarial | $26,700 |
GARCIA HAMILTON & ASSOCIATES3+ years Filed as: GARCIA HAMILTON Service code 52 1401 MCKINNEY · HOUSTON, TX 77010 | Indirect Investment Fees | $19,968 |
FISCHER DORWART, P.C.3+ years Service code 10 · EIN 23-2247478 | Accounting | $14,700 |
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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 | $1,723,788-100.0% | $411,917-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 1.9%-1.9pp |
| Annual return | 13.79% | 13.03%+0.8pp | 10.36%+3.4pp | 23.90%-10.1pp |
| Employer contribution / active EE | $3,145 | $15,779-80.1% | $37,738-91.7% | $16,539-81.0% |
| Participant deferral / active EE | $0 | $72-100.0% | $137-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $15,661-100.0% | $18,975-100.0% |