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| Provider | Service type | Compensation |
|---|---|---|
FRANK M. VACCARO & ASSOCIATES3+ years Service code 13 · EIN 23-2148108 | Contract Administrator | $89,244 |
PNC BANK, N.A.3+ years Filed as: PNC BANK, NA Service code 15 · EIN 25-1211909 | Recordkeeping | $74,547 |
DICLAUDIO & KRAMER, LLC3+ years Service code 10 · EIN 27-0889793 | Accounting | $26,105 |
ANDCO CONSULTING1 year Filed as: ANDCO CONSULTING, LLC Service code 27 · EIN 59-3676225 | Advisory (Plan) | $21,700 |
MEYER, UNKOVIC & SCOTT3+ years Service code 29 · EIN 25-1344985 | Legal | $11,593 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,787 | $60,545+12.0% | $92,240-26.5% | $69,631-2.6% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.5%+23.5pp | 70.7%+29.3pp |
| Annual return | 14.86% | 19.71%-4.9pp | 176.29%-161.4pp | 27571.02%-27556.2pp |
| Employer contribution / active EE | $6,780 | $2,633+157.5% | $3,680+84.3% | $2,032+233.6% |
| Participant deferral / active EE | $0 | $2,828-100.0% | $3,897-100.0% | $3,224-100.0% |
| Admin fee / account holder | $251 | $145+73.5% | $5,194-95.2% | $110+127.4% |