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| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.2+ years Filed as: PNC BANK, NA Service code 25 · EIN 25-1211909 | Directed Trustee | $103,231 |
PATH ADMINISTRATORS2+ years Service code 13 · EIN 46-1226464 | Contract Administrator | $40,800 |
BPAS1 year Service code 15 · EIN 16-1616474 | Recordkeeping | $24,000 |
Filed as: MCGRAIL MERKEL QUINN & ASSOC., P.C. Service code 10 · EIN 23-2226550 | Accounting | $9,500 |
JACOBY DONNER, P.C.2+ years Service code 29 · EIN 23-2220388 | Legal | $9,000 |
MERANZE KATZ AND GAUDIOSO PC2+ years Filed as: MERANZE & KATZ Service code 29 · EIN 23-1496747 | Legal | $9,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,850 | $60,545+50.1% | $92,240-1.5% | $69,631+30.5% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.5%+23.5pp | 70.7%+29.3pp |
| Annual return | 10.10% | 19.71%-9.6pp | 176.29%-166.2pp | 27571.02%-27560.9pp |
| Employer contribution / active EE | $5,447 | $2,633+106.9% | $3,680+48.0% | $2,032+168.1% |
| Participant deferral / active EE | $0 | $2,828-100.0% | $3,897-100.0% | $3,224-100.0% |
| Admin fee / account holder | $279 | $145+92.8% | $5,194-94.6% | $110+152.8% |