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| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.1 year Service code 19 · EIN 22-1146430 | Securities Custodian | $20,077 |
ANDCO CONSULTING2 years Filed as: ANDCO CONSULTING, LLC Service code 16 4901 VINELAND ROAD · ORLANDO, FL 32811 | Consulting | $20,000 |
NEWPORT GROUP, INC.1 year Service code 15 · EIN 27-2037969 | Recordkeeping | $18,972 |
YURCHYK & DAVIS CPA'S, INC.5+ years Filed as: YURCHYK & DAVIS CPA'S, INC Service code 10 · EIN 34-1638235 | Accounting | $15,467 |
BENESYS, INC.5+ years Service code 13 · EIN 34-1787882 | Contract Administrator | $13,526 |
Service code 29 · EIN 34-1224415 | Legal | $13,176 |
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 | $81,640 | $66,650+22.5% | $92,915-12.1% | $67,582+20.8% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 71.3%+28.7pp |
| Annual return | 21.66% | 92.64%-71.0pp | 109.45%-87.8pp | 378.57%-356.9pp |
| Employer contribution / active EE | $5,747 | $2,777+107.0% | $3,653+57.3% | $2,148+167.6% |
| Participant deferral / active EE | $0 | $3,160-100.0% | $4,238-100.0% | $3,539-100.0% |
| Admin fee / account holder | $327 | $199+64.2% | $5,796-94.4% | $142+129.8% |