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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FRANK M VACCARO & ASSOC Service code 13 6500 BROOKTREE ROAD, SUITE 205 · WEXFORD, PA 15090 | Contract Administrator | $125,702 |
MEYER, UNKOVIC & SCOTT3+ years Filed as: MEYER UNKOVIC & SCOTT Service code 29 · EIN 25-1008021 | Legal | $84,414 |
Filed as: CAPTRUST ADVISORS Service code 28 4208 SIX FORKS RD, SUITE 1700 · RALEIGH, NC 27609 | Investment Management | $82,500 |
Service code 28 1579 THE GREENS WAY 20 · JACKSONVILLE BEACH, FL 32250 | Investment Management | $66,984 |
Service code 28 · EIN 86-1063006 | Investment Management | $38,524 |
BOYD WATTERSON ASSET MANAGEMENT3+ years Filed as: BOYD WATTERSON Service code 28 · EIN 34-1922005 | Investment Management | $37,121 |
MANNING & NAPIER2 years Service code 28 290 WOODCLIFF DRIVE · FAIRPORT, NY 14450 | Investment Management | $36,075 |
PNC BANK, N.A.3+ years Filed as: PNC Service code 19 · EIN 25-1211909 | Securities Custodian | $35,387 |
GOLDMAN SACHS1 year Filed as: SEIZERT CAPITAL PARTNERS Service code 28 185 OAKLAND AVE 100 · BIRMINGHAM, MI 48009 | Investment Management | $30,573 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO ADVISORS Service code 27 102 WEST WHITING STREET · TAMPA, FL 33602 | Advisory (Plan) | $27,500 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,445 | $221,442-93.0% | $92,240-83.3% | $77,958-80.2% |
| Participation rate | 100.0% | 79.6%+20.4pp | 76.5%+23.5pp | 71.6%+28.4pp |
| Annual return | 7.88% | 15.65%-7.8pp | 176.29%-168.4pp | 20.87%-13.0pp |
| Employer contribution / active EE | $3,756 | $3,226+16.4% | $3,680+2.1% | $2,310+62.5% |
| Participant deferral / active EE | $5 | $2,779-99.8% | $3,897-99.9% | $3,537-99.9% |
| Admin fee / account holder | $93 | $210-55.6% | $5,194-98.2% | $97-4.4% |