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| Provider | Service type | Compensation |
|---|---|---|
CLOVER CAPITAL MANAGEMENT1+ years Service code 27 · EIN 16-1263400 | Advisory (Plan) | $102,859 |
MANNING & NAPIER1+ years Filed as: MANNING AND NAPIER, INC. Service code 27 · EIN 16-0995736 | Advisory (Plan) | $41,083 |
THE BOGDAHN GROUP1+ years Filed as: BOGDAHN GROUP Service code 27 · EIN 59-3676225 | Advisory (Plan) | $28,250 |
PNC BANK, N.A.1+ years Filed as: PNC BANK ASSOCIATION Service code 19 · EIN 25-1197336 | Securities Custodian | $24,850 |
HALLETT ASSOCIATES, INC.1+ years Filed as: HALLETT ASSOCIATES Service code 11 · EIN 25-1592340 | Actuarial | $19,600 |
MEYER, UNKOVIC & SCOTT1+ years Service code 29 · EIN 25-1008021 | Legal | $14,514 |
FELIX & GLOEKLER1+ years Filed as: FELIX AND GLOEKLER, PC Service code 10 · EIN 26-0001555 | Accounting | $6,694 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $49,677-100.0% | $209,859-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 3.6%-3.6pp |
| Annual return | -3.67% | 2.79%-6.5pp | 4.16%-7.8pp | 11.88%-15.5pp |
| Employer contribution / active EE | $9,257 | $10,530-12.1% | $29,966-69.1% | $14,612-36.6% |
| Participant deferral / active EE | $0 | $5,826-100.0% | $145-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $13,952-100.0% | $637-100.0% |