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| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.2+ years Filed as: PNC BANK, NA Service code 15 · EIN 25-1211909 | Recordkeeping | $86,320 |
FRANK M. VACCARO & ASSOCIATES2+ years Service code 13 · EIN 23-2148108 | Contract Administrator | $84,103 |
THE BOGDAHN GROUP2+ years Service code 27 · EIN 59-3676225 | Advisory (Plan) | $21,700 |
DICLAUDIO & KRAMER, LLC2+ years Service code 10 · EIN 27-0889793 | Accounting | $14,331 |
MEYER, UNKOVIC & SCOTT2+ years Service code 29 · EIN 25-1344985 | Legal | $11,833 |
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 | $56,744 | $57,921-2.0% | $84,753-33.0% | $57,658-1.6% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 70.2%+29.8pp |
| Annual return | 5.02% | 10.24%-5.2pp | 22.78%-17.8pp | 5.13%-0.1pp |
| Employer contribution / active EE | $7,140 | $2,598+174.8% | $3,574+99.7% | $1,974+261.7% |
| Participant deferral / active EE | $0 | $2,742-100.0% | $3,712-100.0% | $3,061-100.0% |
| Admin fee / account holder | $234 | $130+80.1% | $5,333-95.6% | $95+147.1% |