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| Provider | Service type | Compensation |
|---|---|---|
KEY BANK NATIONAL ASSOCIATION3+ years Filed as: KEY TRUST Service code 10 · EIN 31-1784820 | Accounting | $39,010 |
THE BOGDAHN GROUP3+ years Filed as: BOGDAHN GROUP Service code 27 · EIN 59-3676225 | Advisory (Plan) | $24,000 |
MANGANO LAW OFFICES3+ years Filed as: MANGANO LAW OFFICES CO., LPA Service code 29 · EIN 20-5460196 | Legal | $22,703 |
CIUNI & PANICHI, INC.3+ years Service code 10 · EIN 34-1322309 | Accounting | $21,346 |
THE SEGAL COMPANY3+ years Filed as: SEGAL CO. Service code 11 · EIN 13-1975125 | Actuarial | $20,986 |
Filed as: WASHINGTON STREET INSURANCE GROUP Service code 23 · EIN 36-4019884 | Insurance services | $12,318 |
BONNIE MANNING3+ years Service code 30 · EIN 34-1059950 | Employee (plan) | $11,740 |
MARYANN FARABAUGH3+ years Service code 30 · EIN 34-1059950 | Employee (plan) | $11,606 |
WITHUMSMITH+BROWN, PC3+ years Filed as: DIANNA L. BROWN Service code 30 · EIN 34-1059950 | Employee (plan) | $10,853 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $160,548-100.0% | $145,218-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 23.9%-23.9pp | 20.5%-20.5pp | 46.4%-46.4pp |
| Annual return | 7.16% | -0.62%+7.8pp | -0.67%+7.8pp | -82.66%+89.8pp |
| Employer contribution / active EE | $0 | $37,810-100.0% | $31,731-100.0% | $43,771-100.0% |
| Participant deferral / active EE | $0 | $456-100.0% | $473-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $36,086-100.0% | $28,383-100.0% | $11,204-100.0% |