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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 | $95,090-94.6% | $211,142-97.6% | $64,728-92.1% |
| Participation rate | 100.0% | 85.7%+14.3pp | 87.3%+12.7pp | 57.9%+42.1pp |
| Annual return | 7.20% | 49.50%-42.3pp | 46.84%-39.6pp | 49.38%-42.2pp |
| Employer contribution / active EE | $2,053 | $4,313-52.4% | $6,442-68.1% | $2,243-8.5% |
| Participant deferral / active EE | $0 | $6,774-100.0% | $9,284-100.0% | $2,729-100.0% |
| Admin fee / account holder | $102 | $538-81.0% | $19,076-99.5% | $1,145-91.1% |