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| Provider | Service type | Compensation |
|---|---|---|
CENTRAL DATA SERVICES6 years Filed as: CENTRAL DATA SERVICES, INC. Service code 13 · EIN 25-1352803 | Contract Administrator | $71,221 |
STACEY BRAUN ASSOCIATES, INC.10+ years Filed as: STACEY BRAUN ASSOC. Service code 28 · EIN 13-2889432 | Investment Management | $24,675 |
MARKOWITZ & RICHMAN10+ years Service code 29 · EIN 23-2111581 | Legal | $18,971 |
BELFINT, LYONS & SHUMAN, P.A.10+ years Filed as: BELFINT, LYONS & SHUMAN Service code 10 · EIN 51-0232399 | Accounting | $16,475 |
PNC BANK, N.A.10+ years Filed as: PNC BANK Service code 19 · EIN 51-0065390 | Securities Custodian | $8,848 |
QUAN-VEST CONSULTANTS, INC.2 years Service code 16 · EIN 11-2559669 | Consulting | $6,000 |
Service code 29 · EIN 51-0082644 | Legal | $5,941 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,129 | $69,255-92.6% | $256,809-98.0% | $69,255-92.6% |
| Participation rate | 100.0% | 69.0%+31.0pp | 88.5%+11.5pp | 69.0%+31.0pp |
| Annual return | 7.20% | 26.73%-19.5pp | 32.73%-25.5pp | 26.73%-19.5pp |
| Employer contribution / active EE | $2,053 | $2,645-22.4% | $7,263-71.7% | $2,645-22.4% |
| Participant deferral / active EE | $0 | $2,890-100.0% | $9,520-100.0% | $2,890-100.0% |
| Admin fee / account holder | $102 | $733-86.0% | $25,146-99.6% | $733-86.0% |