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| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.5+ years Filed as: PNC BANK Service code 19 · EIN 25-1211909 | Securities Custodian | $115,033 |
MORGAN STANLEY SMITH BARNEY5+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 26-4310632 | Advisory (Plan) | $76,717 |
NEWPORT GROUP, INC.1 year Service code 15 · EIN 27-2037969 | Recordkeeping | $34,419 |
CENTRAL DATA SERVICES5+ years Service code 13 · EIN 25-1352803 | Contract Administrator | $24,000 |
DICLAUDIO & KRAMER, LLC5+ years Service code 10 · EIN 27-0889793 | Accounting | $15,023 |
TUCKER ARENSBERG5+ years Service code 29 · EIN 25-1425735 | Legal | $13,309 |
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 | $23,468 | $66,051-64.5% | $92,909-74.7% | $77,775-69.8% |
| Participation rate | 100.0% | 81.0%+19.0pp | 76.0%+24.0pp | 73.2%+26.8pp |
| Annual return | 16.73% | 20.69%-4.0pp | 109.44%-92.7pp | 32.58%-15.8pp |
| Employer contribution / active EE | $3,743 | $3,426+9.3% | $3,653+2.5% | $2,504+49.5% |
| Participant deferral / active EE | $0 | $3,013-100.0% | $4,238-100.0% | $3,966-100.0% |
| Admin fee / account holder | $112 | $148-24.4% | $5,795-98.1% | $100+11.6% |