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| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.4+ years Filed as: PNC Service code 15 · EIN 25-1211909 | Recordkeeping | $140,128 |
CENTRAL DATA SERVICES3 years Service code 13 · EIN 25-1352803 | Contract Administrator | $48,486 |
Service code 27 · EIN 25-1590035 | Advisory (Plan) | $17,000 |
JUBELIRER PASS & INTRIERI P.C.4+ years Filed as: JUBELIRER PASS & INTRIERI, P.C. Service code 29 · EIN 25-1340770 | Legal | $14,604 |
DICLAUDIO & KRAMER, LLC3 years Service code 10 · EIN 27-0889793 | Accounting | $14,000 |
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 | $61,900 | $60,396+2.5% | $83,831-26.2% | $75,289-17.8% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.1%+23.9pp | 72.4%+27.6pp |
| Annual return | -3.59% | 3.84%-7.4pp | 850.99%-854.6pp | -0.04%-3.5pp |
| Employer contribution / active EE | $2,982 | $3,343-10.8% | $3,631-17.9% | $2,405+24.0% |
| Participant deferral / active EE | $4 | $2,922-99.9% | $4,082-99.9% | $3,739-99.9% |
| Admin fee / account holder | $207 | $141+46.6% | $5,479-96.2% | $102+102.4% |