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| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.1+ years Filed as: PNC Service code 19 · EIN 25-1211909 | Securities Custodian | $164,459 |
GEM GROUP1+ years Service code 13 · EIN 26-1603738 | Contract Administrator | $44,040 |
THE SEGAL COMPANY1+ years Service code 17 · EIN 13-1975125 | Pension Consulting | $27,011 |
JUBELIRER PASS & INTRIERI P.C.1+ years Filed as: JUBELIRER PASS & INTRIERI, P.C. Service code 29 · EIN 25-1340770 | Legal | $19,610 |
Service code 27 · EIN 25-1590035 | Advisory (Plan) | $19,500 |
CYPHER & CYPHER1+ years Service code 10 · EIN 25-1385288 | Accounting | $7,498 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,957 | $50,498+14.8% | $75,784-23.5% | $55,191+5.0% |
| Participation rate | 100.0% | 69.4%+30.6pp | 75.8%+24.2pp | 69.2%+30.8pp |
| Annual return | 1.63% | 1.80%-0.2pp | 9.68%-8.1pp | 10.78%-9.2pp |
| Employer contribution / active EE | $2,863 | $2,291+25.0% | $3,323-13.8% | $1,899+50.8% |
| Participant deferral / active EE | $4 | $2,589-99.8% | $3,652-99.9% | $3,046-99.9% |
| Admin fee / account holder | $307 | $123+149.2% | $5,300-94.2% | $91+237.8% |