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| Provider | Service type | Compensation |
|---|---|---|
KEY BANK NATIONAL ASSOCIATION5+ years Filed as: KEY TRUST Service code 10 · EIN 31-1784820 | Accounting | $31,282 |
ANDCO CONSULTING2 years Filed as: ANDCO Service code 27 · EIN 59-3676225 | Advisory (Plan) | $24,000 |
CIUNI & PANICHI, INC.5+ years Service code 10 · EIN 34-1322309 | Accounting | $15,500 |
THE SEGAL COMPANY5+ years Filed as: SEGAL CO. Service code 11 · EIN 13-1975125 | Actuarial | $14,954 |
Filed as: WASHINGTON STREET INSURANCE GROUP Service code 23 · EIN 36-4019884 | Insurance services | $12,833 |
BONNIE MANNING5+ years Service code 30 · EIN 34-1059950 | Employee (plan) | $12,136 |
WITHUMSMITH+BROWN, PC5+ years Filed as: DIANNA L. BROWN Service code 30 · EIN 34-1059950 | Employee (plan) | $12,136 |
MARYANN FARABAUGH5+ years Service code 30 · EIN 34-1059950 | Employee (plan) | $12,136 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $274,636-100.0% | $247,190-100.0% | $254,510-100.0% |
| Participation rate | 0.0% | 19.5%-19.5pp | 15.2%-15.2pp | 43.0%-43.0pp |
| Annual return | 8.49% | 7.44%+1.0pp | 7.87%+0.6pp | 259.13%-250.6pp |
| Employer contribution / active EE | $0 | $36,953-100.0% | $31,768-100.0% | $41,469-100.0% |
| Participant deferral / active EE | $0 | $171-100.0% | $241-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $288,252-100.0% | $240,514-100.0% | $21,546-100.0% |