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| Provider | Service type | Compensation |
|---|---|---|
CENTRAL DATA SERVICES4 years Filed as: CENTRAL DATA SERVICES, INC. Service code 13 · EIN 25-1352803 | Contract Administrator | $66,416 |
BELFINT, LYONS & SHUMAN, P.A.8+ years Filed as: BELFINT, LYONS & SHUMAN Service code 10 · EIN 51-0232399 | Accounting | $23,200 |
STACEY BRAUN ASSOCIATES, INC.8+ years Filed as: STACEY BRAUN ASSOC. Service code 28 · EIN 13-2889432 | Investment Management | $21,512 |
MARKOWITZ & RICHMAN8+ years Service code 29 · EIN 23-2111581 | Legal | $21,426 |
PNC BANK, N.A.8+ years Filed as: PNC BANK Service code 19 · EIN 51-0065390 | Securities Custodian | $8,516 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,450 | $100,227-96.6% | $169,993-98.0% | $74,419-95.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 87.0%+13.0pp | 70.7%+29.3pp |
| Annual return | -4.05% | 66.08%-70.1pp | 53.37%-57.4pp | 34.38%-38.4pp |
| Employer contribution / active EE | $1,612 | $4,263-62.2% | $6,785-76.2% | $2,637-38.9% |
| Participant deferral / active EE | $0 | $7,143-100.0% | $10,408-100.0% | $4,528-100.0% |
| Admin fee / account holder | $80 | $234-65.9% | $12,815-99.4% | $348-77.0% |