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| Provider | Service type | Compensation |
|---|---|---|
THE BOGDAHN GROUP1+ years Service code 27 4901 VINELAND ROAD · ORLANDO, FL 32811 | Advisory (Plan) | $31,500 |
PNC BANK, N.A.1+ years Filed as: PNC BANK Service code 19 · EIN 25-1211909 | Securities Custodian | $17,345 |
MEYER, UNKOVIC & SCOTT1+ years Service code 29 · EIN 25-1344985 | Legal | $12,189 |
DICLAUDIO & KRAMER, LLC1+ years Service code 10 · EIN 27-0889793 | Accounting | $9,500 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,507 | $48,096-61.5% | $75,784-75.6% | $67,505-72.6% |
| Participation rate | 100.0% | 86.8%+13.2pp | 75.8%+24.2pp | 71.2%+28.8pp |
| Annual return | -0.21% | 0.30%-0.5pp | 9.68%-9.9pp | 6.52%-6.7pp |
| Employer contribution / active EE | $2,136 | $2,549-16.2% | $3,323-35.7% | $2,173-1.7% |
| Participant deferral / active EE | $0 | $3,109-100.0% | $3,652-100.0% | $3,597-100.0% |
| Admin fee / account holder | $70 | $82-14.9% | $5,300-98.7% | $56+24.4% |