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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 25-1590035 | Advisory (Plan) | $41,250 |
FRANK M. VACCARO & ASSOCIATES1+ years Service code 10 · EIN 23-2148108 | Accounting | $38,815 |
MEYER, UNKOVIC & SCOTT1+ years Filed as: MEYER, UNKOVIC, SCOTT LLP Service code 29 · EIN 25-1008021 | Legal | $38,143 |
Filed as: CIM INVESTMENT MANAGERS Service code 28 · EIN 25-1738846 | Investment Management | $34,708 |
LONG, MULHEARN & CRISTE PC1+ years Filed as: LONG, MULHEARN & CRISTE P.C. Service code 10 · EIN 25-1777540 | Accounting | $28,672 |
C.S. MCKEE, L.P.1+ years Filed as: CS MCKEE, LP Service code 28 · EIN 25-1900687 | Investment Management | $14,033 |
CCA GOLD1+ years Service code 28 · EIN 26-1969950 | Investment Management | $0 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGANSTANLEY SMITHBARNEY Service code 28 · EIN 26-4310632 | Investment Management | $0 |
PNC BANK, N.A.1+ years Filed as: PNC BANK Service code 26 · EIN 25-1211909 | Advisory (Participants) | $0 |
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 | $80,796 | $50,498+60.0% | $75,784+6.6% | $55,191+46.4% |
| Participation rate | 100.0% | 69.4%+30.6pp | 75.8%+24.2pp | 69.2%+30.8pp |
| Annual return | -0.41% | 1.80%-2.2pp | 9.68%-10.1pp | 10.78%-11.2pp |
| Employer contribution / active EE | $3,479 | $2,291+51.9% | $3,323+4.7% | $1,899+83.2% |
| Participant deferral / active EE | $0 | $2,589-100.0% | $3,652-100.0% | $3,046-100.0% |
| Admin fee / account holder | $517 | $123+320.1% | $5,300-90.2% | $91+469.4% |