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| Provider | Service type | Compensation |
|---|---|---|
THE BOGDAHN GROUP2+ years Service code 27 4901 VINELAND ROAD · ORLANDO, FL 32811 | Advisory (Plan) | $31,500 |
PNC BANK, N.A.2+ years Filed as: PNC BANK Service code 19 · EIN 25-1211909 | Securities Custodian | $16,495 |
DICLAUDIO & KRAMER, LLC2+ years Service code 10 · EIN 27-0889793 | Accounting | $9,500 |
MEYER, UNKOVIC & SCOTT2+ years Service code 29 · EIN 25-1344985 | Legal | $1,802 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,811 | $50,626-60.9% | $84,753-76.6% | $65,292-69.7% |
| Participation rate | 100.0% | 89.2%+10.8pp | 76.6%+23.4pp | 72.4%+27.6pp |
| Annual return | 2.79% | 5.34%-2.5pp | 22.78%-20.0pp | 11.84%-9.0pp |
| Employer contribution / active EE | $2,157 | $3,033-28.9% | $3,574-39.7% | $2,302-6.3% |
| Participant deferral / active EE | $0 | $3,109-100.0% | $3,712-100.0% | $3,579-100.0% |
| Admin fee / account holder | $69 | $97-28.9% | $5,333-98.7% | $57+19.8% |