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| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.2+ years Filed as: PNC BANK Service code 15 · EIN 25-1211909 | Recordkeeping | $32,939 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $16,579 |
BENESYS, INC.2+ years Filed as: BENESYS Service code 13 · EIN 38-2383170 | Contract Administrator | $16,165 |
CIUNI & PANICHI, INC.2+ years Service code 10 · EIN 34-1322309 | Accounting | $8,950 |
THE BOGDAHN GROUP2+ years Service code 51 · EIN 59-3676225 | Investment Mgmt Fees | $7,500 |
MACALA & PIATT, LLC1 year Service code 29 · EIN 34-1933033 | Legal | $5,990 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $42,176 | $60,545-30.3% | $92,240-54.3% | $69,631-39.4% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.5%+23.5pp | 70.7%+29.3pp |
| Annual return | 10.92% | 19.71%-8.8pp | 176.29%-165.4pp | 27571.02%-27560.1pp |
| Employer contribution / active EE | $2,779 | $2,633+5.5% | $3,680-24.5% | $2,032+36.7% |
| Participant deferral / active EE | $0 | $2,828-100.0% | $3,897-100.0% | $3,224-100.0% |
| Admin fee / account holder | $207 | $145+43.0% | $5,194-96.0% | $110+87.5% |