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| Provider | Service type | Compensation |
|---|---|---|
GEMGROUP1+ years Filed as: GEMGROUP, L.P. Service code 13 · EIN 25-1696740 | Contract Administrator | $30,132 |
STACEY BRAUN ASSOCIATES, INC.1+ years Filed as: STACEY BRAUN ASSOCIATES Service code 27 · EIN 13-2889432 | Advisory (Plan) | $20,092 |
PNC BANK, N.A.1+ years Filed as: PNC BANK Service code 19 · EIN 51-0065390 | Securities Custodian | $17,022 |
BELFINT, LYONS & SHUMAN, P.A.1+ years Filed as: BELFINT, LYONS & SHUMAN Service code 10 · EIN 51-0232399 | Accounting | $10,100 |
JENNINGS SIGMOND P.C.1+ years Filed as: JENNINGS SIGMOND Service code 29 · EIN 23-2025670 | Legal | $6,903 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $9,123 | $43,423-79.0% | $78,676-88.4% | $55,167-83.5% |
| Participation rate | 100.0% | 68.0%+32.0pp | 73.6%+26.4pp | 69.0%+31.0pp |
| Annual return | -2.18% | 11.53%-13.7pp | 62.19%-64.4pp | 169.23%-171.4pp |
| Employer contribution / active EE | $4,991 | $1,997+149.9% | $2,850+75.1% | $1,963+154.3% |
| Participant deferral / active EE | $0 | $2,509-100.0% | $3,517-100.0% | $3,054-100.0% |
| Admin fee / account holder | $127 | $416-69.5% | $4,510-97.2% | $504-74.8% |