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| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.1 year Filed as: PNC Service code 15 | Recordkeeping | $88,907 |
BENESYS, INC.4+ years Service code 13 · EIN 34-1787882 | Contract Administrator | $12,940 |
YURCHYK & DAVIS CPA'S, INC.4+ years Filed as: YURCHYK & DAVIS CPA'S, INC Service code 10 · EIN 34-1638235 | Accounting | $10,863 |
ANDCO CONSULTING1 year Filed as: ANDCO CONSULTING, LLC Service code 16 4901 VINELAND ROAD · ORLANDO, FL 32811 | Consulting | $10,000 |
Service code 29 · EIN 34-1224415 | Legal | $6,293 |
Annual investment return 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 | $54,898 | $56,443-2.7% | $83,831-34.5% | $55,725-1.5% |
| Participation rate | 83.7% | 72.0%+11.7pp | 76.1%+7.6pp | 70.9%+12.9pp |
| Annual return | -7.34% | 393.67%-401.0pp | 850.99%-858.3pp | 244.93%-252.3pp |
| Employer contribution / active EE | $2,855 | $2,682+6.5% | $3,631-21.4% | $2,078+37.4% |
| Participant deferral / active EE | $0 | $2,965-100.0% | $4,082-100.0% | $3,356-100.0% |
| Admin fee / account holder | $274 | $156+75.3% | $5,479-95.0% | $115+137.8% |