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| Provider | Service type | Compensation |
|---|---|---|
GEMGROUP1+ years Filed as: GEMGROUP, INC. Service code 13 · EIN 25-1696740 | Contract Administrator | $67,752 |
STACEY BRAUN ASSOCIATES, INC.1+ years Filed as: STACEY BRAUN ASSOC. Service code 28 · EIN 13-2889432 | Investment Management | $24,932 |
BELFINT, LYONS & SHUMAN, P.A.1+ years Filed as: BELFINT, LYONS & SHUMAN Service code 10 · EIN 51-0232399 | Accounting | $17,900 |
PNC BANK, N.A.1+ years Filed as: PNC BANK Service code 19 · EIN 51-0065390 | Securities Custodian | $13,285 |
MARKOWITZ & RICHMAN1+ years Service code 29 · EIN 23-2111581 | Legal | $12,890 |
Filed as: YOUNG,CONAWAY,STARGATT, & TAYLOR Service code 29 · EIN 51-0082644 | Legal | $6,858 |
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.
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 | $2,916 | $71,802-95.9% | $133,975-97.8% | $57,658-94.9% |
| Participation rate | 100.0% | 85.5%+14.5pp | 87.1%+12.9pp | 70.2%+29.8pp |
| Annual return | -5.99% | 13.51%-19.5pp | 29.29%-35.3pp | 5.13%-11.1pp |
| Employer contribution / active EE | $401 | $3,161-87.3% | $5,211-92.3% | $1,974-79.7% |
| Participant deferral / active EE | $0 | $4,606-100.0% | $6,282-100.0% | $3,061-100.0% |
| Admin fee / account holder | $70 | $88-20.0% | $9,324-99.2% | $95-25.8% |