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| Provider | Service type | Compensation |
|---|---|---|
ROGER GROVER5+ years Service code 30 · EIN 22-1929328 | Employee (plan) | $101,248 |
AMERICAN REALTY ADVISORS5+ years Filed as: AMERICAN CORE REALTY FUND, LLC Service code 52 · EIN 33-0123114 | Indirect Investment Fees | $59,695 |
JFL INT'L EQUITY FUND5+ years Service code 52 1209 ORANGE STREET · WILMINGTON, DE 19801 | Indirect Investment Fees | $55,700 |
Service code 15 · EIN 22-1804923 | Recordkeeping | $55,383 |
TRILOGY CAPITAL INC4 years Filed as: TRILOGY PARTNERS Service code 10 301 OXFORD VALLEY ROAD · YARDLEY, PA 19067 | Accounting | $47,800 |
EAST POINT DATA2 years Service code 16 · EIN 22-3123583 | Consulting | $34,660 |
DAHAB ASSOCIATES5+ years Service code 27 · EIN 11-2783874 | Advisory (Plan) | $29,533 |
PNC BANK, N.A.5+ years Filed as: PNC SMALL CAP FUND Service code 52 · EIN 22-1146430 | Indirect Investment Fees | $29,123 |
HAMILTON LANE ADVISORS, LLC4 years Filed as: HAMILTON LANE PRIVATE OFFSHORE FUND Service code 52 ONE PRESIDENTIAL BLVD. · BALA CYNWYD, PA 19004 | Indirect Investment Fees | $27,367 |
RICHARD GABRIEL ASSOCIATES5+ years Filed as: RICHARD GABRIEL & ASSOCIATES Service code 11 · EIN 23-2279176 | Actuarial | $23,560 |
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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 | $142,732-100.0% | $568,132-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 21.0%-21.0pp | 1.2%-1.2pp |
| Annual return | 17.60% | 33.70%-16.1pp | 14.64%+3.0pp | 53.27%-35.7pp |
| Employer contribution / active EE | $2,976 | $14,473-79.4% | $41,831-92.9% | $14,774-79.9% |
| Participant deferral / active EE | $0 | $145-100.0% | $200-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $0 | $36,942-100.0% | $13,289-100.0% |