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| Provider | Service type | Compensation |
|---|---|---|
ANDCO CONSULTING1 year Filed as: ANDCO CONSULTING, LLC Service code 27 · EIN 59-3676225 | Advisory (Plan) | $42,000 |
MILLER KAPLAN ARASE LLP2+ years Filed as: S.C. MILLER & COMPANY Service code 27 · EIN 35-1820020 | Advisory (Plan) | $40,181 |
L.M. HENDERSON & COMPANY, LLP2+ years Filed as: L.M. HENDERSON & CO., LLP Service code 10 · EIN 20-5520612 | Accounting | $16,250 |
PNC BANK, N.A.1 year Filed as: PNC Service code 27 · EIN 25-1211909 | Advisory (Plan) | $5,718 |
Participant contribution per participant 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 | $36,439 | $221,442-83.5% | $92,240-60.5% | $77,958-53.3% |
| Participation rate | 100.0% | 79.6%+20.4pp | 76.5%+23.5pp | 71.6%+28.4pp |
| Annual return | 13.22% | 15.65%-2.4pp | 176.29%-163.1pp | 20.87%-7.6pp |
| Employer contribution / active EE | $2,002 | $3,226-38.0% | $3,680-45.6% | $2,310-13.4% |
| Participant deferral / active EE | $609 | $2,779-78.1% | $3,897-84.4% | $3,537-82.8% |
| Admin fee / account holder | $48 | $210-77.3% | $5,194-99.1% | $97-51.1% |