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| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.1+ years Filed as: PNC BANK Service code 15 · EIN 25-1211909 | Recordkeeping | $72,481 |
BENESYS, INC.1+ years Filed as: BENESYS Service code 13 · EIN 38-2383170 | Contract Administrator | $17,095 |
THE BOGDAHN GROUP1+ years Service code 51 · EIN 59-3676225 | Investment Mgmt Fees | $10,000 |
CIUNI & PANICHI, INC.1+ years Service code 10 · EIN 34-1322309 | Accounting | $8,625 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $36,344 | $57,921-37.3% | $84,753-57.1% | $57,658-37.0% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 70.2%+29.8pp |
| Annual return | -2.28% | 10.24%-12.5pp | 22.78%-25.1pp | 5.13%-7.4pp |
| Employer contribution / active EE | $2,547 | $2,598-2.0% | $3,574-28.8% | $1,974+29.0% |
| Participant deferral / active EE | $0 | $2,742-100.0% | $3,712-100.0% | $3,061-100.0% |
| Admin fee / account holder | $243 | $130+87.4% | $5,333-95.4% | $95+157.1% |