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| Provider | Service type | Compensation |
|---|---|---|
KEY BANK NATIONAL ASSOCIATION4+ years Filed as: KEY TRUST Service code 10 · EIN 31-1784820 | Accounting | $32,372 |
THE SEGAL COMPANY4+ years Filed as: SEGAL CO. Service code 11 · EIN 13-1975125 | Actuarial | $28,399 |
ANDCO CONSULTING1 year Filed as: ANDCO Service code 27 · EIN 59-3676225 | Advisory (Plan) | $24,000 |
CIUNI & PANICHI, INC.4+ years Service code 10 · EIN 34-1322309 | Accounting | $18,990 |
Filed as: WASHINGTON STREET INSURANCE GROUP Service code 23 · EIN 36-4019884 | Insurance services | $12,467 |
BONNIE MANNING4+ years Service code 30 · EIN 34-1059950 | Employee (plan) | $11,790 |
WITHUMSMITH+BROWN, PC4+ years Filed as: DIANNA L. BROWN Service code 30 · EIN 34-1059950 | Employee (plan) | $11,700 |
MARYANN FARABAUGH4+ years Service code 30 · EIN 34-1059950 | Employee (plan) | $11,700 |
MANGANO LAW OFFICES4+ years Filed as: MANGANO LAW OFFICES CO., LPA Service code 29 · EIN 20-5460196 | Legal | $10,459 |
BAKER & HOSTETLER LLP1 year Service code 29 · EIN 34-0082025 | Legal | $5,000 |
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 | $179,235-100.0% | $161,646-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 19.5%-19.5pp | 15.5%-15.5pp | 47.4%-47.4pp |
| Annual return | 4.14% | 12.78%-8.6pp | 12.93%-8.8pp | 12.16%-8.0pp |
| Employer contribution / active EE | $0 | $42,142-100.0% | $35,210-100.0% | $44,747-100.0% |
| Participant deferral / active EE | $0 | $435-100.0% | $458-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $5,275-100.0% | $4,659-100.0% | $17,640-100.0% |