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| Provider | Service type | Compensation |
|---|---|---|
LVW ADVISORS, LLC1+ years Filed as: LVW ADVISORS Service code 27 67 MONROE AVENUE · PITTSFORD, NY 14534 | Advisory (Plan) | $84,623 |
Service code 10 · EIN 25-1005407 | Accounting | $17,750 |
Service code 18 · EIN 98-0418790 | Custodial (other than securities) | $13,580 |
HALLETT ASSOCIATES, INC.1+ years Service code 11 · EIN 25-1592340 | Actuarial | $10,700 |
PNC BANK, N.A.1+ years Filed as: PNC BANK, NA Service code 18 · EIN 25-1211909 | Custodial (other than securities) | $8,029 |
ADVISORY RESEARCH1+ years Filed as: ADVISORY RESEARCH S/M CAP EF II, LP Service code 18 180 NORTH STETSON AVENUE, SUITE 550 · CHICAGO, IL 60601 | Custodial (other than securities) | $7,020 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $49,677-100.0% | $151,941-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 3.6%-3.6pp |
| Annual return | -3.14% | 16.85%-20.0pp | 5.44%-8.6pp | 11.88%-15.0pp |
| Employer contribution / active EE | $17,291 | $10,313+67.7% | $25,481-32.1% | $14,612+18.3% |
| Participant deferral / active EE | $0 | $445-100.0% | $65-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $11,765-100.0% | $637-100.0% |