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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.6+ years Service code 10 · EIN 38-2383171 | Accounting | $118,660 |
PNC BANK, N.A.6+ years Filed as: PNC Service code 26 · EIN 25-1211909 | Advisory (Participants) | $69,561 |
THE SEGAL COMPANY4 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 333 W 34TH STREET, 5TH FLOOR · NEW YORK, NY 10001 | Advisory (Plan) | $65,319 |
LSV ASSET MANAGEMENT6+ years Service code 28 · EIN 23-2772200 | Investment Management | $26,950 |
DIMENSIONAL FUND ADVISORS6+ years Service code 28 · EIN 23-6819730 | Investment Management | $22,889 |
LOOMIS SAYLES5 years Filed as: LOOMIS SAYLES & CO. Service code 28 · EIN 84-6391546 | Investment Management | $20,073 |
WATKINS ROSS6+ years Filed as: WATKINS, ROSS & COMPANY Service code 11 · EIN 38-1477362 | Actuarial | $18,941 |
Filed as: STATE STREET GLOBAL ADVISORS TRUST Service code 18 · EIN 81-4017137 | Investment management fees paid direc... | $18,593 |
KOTZ, SANGSTER, WYSOCKI PC6+ years Service code 29 · EIN 38-2868807 | Legal | $18,338 |
ULLICO4 years Filed as: UNION SERVICES AGENCY Service code 23 · EIN 38-3297465 | Insurance services | $13,917 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $72,552-100.0% | $91,826-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 7.1%-7.1pp | 4.7%-4.7pp | 13.5%-13.5pp |
| Annual return | 14.83% | 9.41%+5.4pp | 793.01%-778.2pp | 9.29%+5.5pp |
| Employer contribution / active EE | $1,224 | $13,564-91.0% | $27,004-95.5% | $15,168-91.9% |
| Participant deferral / active EE | $0 | $96-100.0% | $154-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $599-100.0% | $4,239-100.0% | $2,037-100.0% |