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| Provider | Service type | Compensation |
|---|---|---|
GEMGROUP1+ years Filed as: GEMGROUP, L.P. Service code 13 · EIN 25-1696740 | Contract Administrator | $76,140 |
STACEY BRAUN ASSOCIATES, INC.1+ years Filed as: STACEY BRAUN ASSOCIATES Service code 27 · EIN 13-2889432 | Advisory (Plan) | $59,912 |
JENNINGS SIGMOND P.C.1+ years Filed as: JENNINGS SIGMOND Service code 29 · EIN 23-2025670 | Legal | $24,420 |
BELFINT, LYONS & SHUMAN, P.A.1+ years Service code 10 · EIN 51-0232399 | Accounting | $23,500 |
PNC BANK, N.A.1+ years Filed as: PNC BANK Service code 19 · EIN 51-0015390 | Securities Custodian | $20,644 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $0 | $35,636-100.0% | $115,939-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 1.8%-1.8pp |
| Annual return | -3.47% | 4.82%-8.3pp | 3.97%-7.4pp | 7.18%-10.7pp |
| Employer contribution / active EE | $2,294 | $12,725-82.0% | $28,168-91.9% | $13,095-82.5% |
| Participant deferral / active EE | $0 | $526-100.0% | $274-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $12,837-100.0% | $362-100.0% |