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| Provider | Service type | Compensation |
|---|---|---|
KEY BANK NATIONAL ASSOCIATION7+ years Filed as: KEY TRUST Service code 10 · EIN 31-1784820 | Accounting | $28,982 |
ANDCO CONSULTING4 years Filed as: ANDCO Service code 27 · EIN 59-3676225 | Advisory (Plan) | $24,000 |
THE SEGAL COMPANY7+ years Filed as: SEGAL CO. Service code 11 · EIN 13-1975125 | Actuarial | $20,378 |
CIUNI & PANICHI, INC.7+ years Service code 10 · EIN 34-1322309 | Accounting | $19,015 |
Filed as: WASHINGTON STREET INSURANCE GROUP Service code 23 · EIN 36-4019884 | Insurance services | $12,888 |
BONNIE MANNING7+ years Service code 30 · EIN 34-1059950 | Employee (plan) | $5,335 |
WITHUMSMITH+BROWN, PC7+ years Filed as: DIANNA L. BROWN Service code 30 · EIN 34-1059950 | Employee (plan) | $5,335 |
MARYANN FARABAUGH7+ years Service code 30 · EIN 34-1059950 | Employee (plan) | $5,335 |
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 | $779,308-100.0% | $748,470-100.0% | $350,051-100.0% |
| Participation rate | 0.0% | 27.7%-27.7pp | 21.7%-21.7pp | 44.5%-44.5pp |
| Annual return | -10.48% | -0.99%-9.5pp | 0.46%-10.9pp | -14.65%+4.2pp |
| Employer contribution / active EE | $0 | $40,624-100.0% | $35,480-100.0% | $46,321-100.0% |
| Participant deferral / active EE | $0 | $131-100.0% | $231-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $32,803-100.0% | $29,938-100.0% | $14,582-100.0% |