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| Provider | Service type | Compensation |
|---|---|---|
O'NEILL CONSULTING CORPORATION1+ years Service code 13 · EIN 23-1719817 | Contract Administrator | $65,365 |
MARCO CONSULTING GROUP1+ years Filed as: MARCO CONSULTING GROUP INC Service code 27 · EIN 36-3555078 | Advisory (Plan) | $42,053 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN, LEWIS & BOCKIUS Service code 29 · EIN 23-0891050 | Legal | $38,968 |
FREEDMAN & LORRY, P.C.1+ years Filed as: FREEDMAN & LORRY PC Service code 29 · EIN 23-2158375 | Legal | $29,362 |
PNC BANK, N.A.1+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 24 · EIN 22-1146430 | Discretionary Trustee | $29,129 |
INVESCO1+ years Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 46-3793325 | Investment Management | $28,241 |
NOVAK FRANCELLA LLC1+ years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $27,650 |
NEWTOWER TRUST COMPANY1+ years Filed as: NEW TOWER TRUST COMPANY Service code 28 · EIN 20-1641876 | Investment Management | $19,078 |
PNC BANK, N.A.1+ years Filed as: PNC REALTY INVESTORS INC Service code 24 · EIN 22-1146430 | Discretionary Trustee | $18,525 |
PENSION ASSURANCE LLP1+ years Filed as: PENSION FUND FOR HOSPITAL & HEALTHC Service code 49 · EIN 23-2627428 | Other Services | $16,070 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $75,760-100.0% | $123,105-100.0% | $59,188-100.0% |
| Participation rate | 0.0% | 86.0%-86.0pp | 86.8%-86.8pp | 69.4%-69.4pp |
| Annual return | 0.55% | 2.93%-2.4pp | 13.22%-12.7pp | 5.51%-5.0pp |
| Employer contribution / active EE | $1,402 | $3,415-58.9% | $5,151-72.8% | $2,098-33.2% |
| Participant deferral / active EE | $0 | $5,000-100.0% | $6,229-100.0% | $3,265-100.0% |
| Admin fee / account holder | $0 | $61-100.0% | $9,014-100.0% | $92-100.0% |