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| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.3+ years Filed as: PNC Service code 19 · EIN 25-1211909 | Securities Custodian | $149,718 |
CENTRAL DATA SERVICES2 years Service code 13 · EIN 25-1352803 | Contract Administrator | $47,640 |
Service code 27 · EIN 25-1590035 | Advisory (Plan) | $24,500 |
JUBELIRER PASS & INTRIERI P.C.3+ years Filed as: JUBELIRER PASS & INTRIERI, P.C. Service code 29 · EIN 25-1340770 | Legal | $14,899 |
DICLAUDIO & KRAMER, LLC2 years Service code 10 · EIN 27-0889793 | Accounting | $14,000 |
THE SEGAL COMPANY3+ years Service code 17 · EIN 13-1975125 | Pension Consulting | $7,350 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,607 | $60,545+16.6% | $92,240-23.5% | $69,631+1.4% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.5%+23.5pp | 70.7%+29.3pp |
| Annual return | 16.97% | 19.71%-2.7pp | 176.29%-159.3pp | 27571.02%-27554.1pp |
| Employer contribution / active EE | $2,945 | $2,633+11.9% | $3,680-20.0% | $2,032+44.9% |
| Participant deferral / active EE | $3 | $2,828-99.9% | $3,897-99.9% | $3,224-99.9% |
| Admin fee / account holder | $249 | $145+71.7% | $5,194-95.2% | $110+125.1% |