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| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.1+ years Filed as: PNC BANK Service code 19 · EIN 25-1211909 | Securities Custodian | $151,546 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 26-4310632 | Advisory (Plan) | $57,441 |
CENTRAL DATA SERVICES1+ years Service code 13 · EIN 25-1352803 | Contract Administrator | $24,000 |
TUCKER ARENSBERG1+ years Service code 29 · EIN 25-1425735 | Legal | $12,582 |
DICLAUDIO & KRAMER, LLC1+ years Service code 10 · EIN 27-0889793 | Accounting | $12,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,142 | $55,516-67.3% | $75,784-76.1% | $59,188-69.3% |
| Participation rate | 100.0% | 73.6%+26.4pp | 75.8%+24.2pp | 69.4%+30.6pp |
| Annual return | -1.37% | -1.89%+0.5pp | 9.68%-11.1pp | 5.51%-6.9pp |
| Employer contribution / active EE | $3,346 | $2,604+28.5% | $3,323+0.7% | $2,098+59.5% |
| Participant deferral / active EE | $0 | $2,599-100.0% | $3,652-100.0% | $3,265-100.0% |
| Admin fee / account holder | $110 | $110-0.1% | $5,300-97.9% | $92+19.2% |