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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Filed as: THE VANGUARD GROUP Service code 28 · EIN 23-1945930 | Investment Management | $127,674 |
WITHUMSMITH+BROWN, PC8+ years Filed as: BROWN & CONNERY Service code 29 · EIN 21-0690243 | Legal | $66,862 |
THE SEGAL COMPANY8+ years Service code 11 · EIN 13-1835864 | Actuarial | $57,528 |
COHEN & STEERS2 years Filed as: COHEN WEISS AND SIMON LLP Service code 29 900 THIRD AVE SUITE 2100 · NEW YORK, NY 100024869 | Legal | $33,831 |
DOREEN FRIEL4 years Service code 30 · EIN 23-6294355 | Direct payment from the plan; Employe... | $27,941 |
PNC BANK, N.A.3 years Filed as: PNC BANK N.A. Service code 15 · EIN 25-1211909 | Recordkeeping | $23,889 |
Filed as: INNOVATIVE SOFTWARE SYSTEMS INC Service code 15 · EIN 23-2182079 | Recordkeeping | $21,858 |
FISCHER DORWART, P.C.8+ years Service code 10 · EIN 23-2247478 | Accounting | $20,648 |
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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 | $46,984-100.0% | $213,834-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.3%-12.3pp | 5.6%-5.6pp |
| Annual return | -16.31% | -15.55%-0.8pp | -5.16%-11.2pp | 39.77%-56.1pp |
| Employer contribution / active EE | $15,391 | $14,317+7.5% | $31,020-50.4% | $19,959-22.9% |
| Participant deferral / active EE | $0 | $817-100.0% | $101-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $2,852-100.0% | $62-100.0% |