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| Provider | Service type | Compensation |
|---|---|---|
MANNING & NAPIER1+ years Service code 15 · EIN 16-0995736 | Recordkeeping | $30,004 |
PNC BANK, N.A.1+ years Filed as: PNC BANK Service code 15 · EIN 22-1146430 | Recordkeeping | $19,342 |
THE BOGDAHN GROUP1+ years Service code 16 4901 VINELAND RD ST 600 · ORLANDO, FL 32811 | Consulting | $17,000 |
AMERICAN REALTY ADVISORS1+ years Service code 15 801 NORTH BRAND BLVD S800 · GLENDALE, CA 91203 | Recordkeeping | $13,296 |
GREEN HAINES SGAMBATI CO, LPA1+ years Filed as: GREEN HAINES SGAMBATI CO. L.P.A. Service code 29 P.O. BOX 849 · YOUNGSTOWN, OH 445010849 | Legal | $13,179 |
BENESYS, INC.1+ years Service code 13 · EIN 38-2383171 | Contract Administrator | $9,700 |
SHEET METAL COLLECTION AGENCY1+ years Service code 15 · EIN 34-1296006 | Recordkeeping | $9,091 |
YURCHYK & DAVIS CPA'S, INC.1+ years Filed as: YURCHYK & DAVIS CPA'S, INC Service code 10 · EIN 34-1638235 | Accounting | $6,300 |
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 | $46,534 | $50,498-7.8% | $75,784-38.6% | $55,191-15.7% |
| Participation rate | 100.0% | 69.4%+30.6pp | 75.8%+24.2pp | 69.2%+30.8pp |
| Annual return | -3.06% | 1.80%-4.9pp | 9.68%-12.7pp | 10.78%-13.8pp |
| Employer contribution / active EE | $2,115 | $2,291-7.7% | $3,323-36.4% | $1,899+11.4% |
| Participant deferral / active EE | $0 | $2,589-100.0% | $3,652-100.0% | $3,046-100.0% |
| Admin fee / account holder | $255 | $123+107.5% | $5,300-95.2% | $91+181.3% |