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| Provider | Service type | Compensation |
|---|---|---|
BOLTON PARTNERS, INC.1 year Service code 11 · EIN 52-1231144 | Actuarial | $50,949 |
THE COLONY GROUP LLC4+ years Filed as: THE COLONY GROUP Service code 28 · EIN 90-0751149 | Investment Management | $27,197 |
FINDLEY1 year Filed as: BPS&M/FINDLEY Service code 11 · EIN 62-0853448 | Actuarial | $19,076 |
PNC BANK, N.A.4+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 21 · EIN 25-1211909 | Bank Trustee | $13,219 |
STAMBAUGH NESS PC4+ years Filed as: STAMBAUGH NESS Service code 10 · EIN 23-2846715 | Accounting | $10,800 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $463,922-100.0% | $463,922-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 33.3%-33.3pp | 17.6%-17.6pp | 46.4%-46.4pp |
| Annual return | -10.23% | 102.70%-112.9pp | 60.62%-70.9pp | -82.67%+72.4pp |
| Employer contribution / active EE | $27,305 | $92,270-70.4% | $61,657-55.7% | $43,771-37.6% |
| Participant deferral / active EE | $2,455 | $356+588.7% | $288+752.7% | $103+2294.1% |
| Admin fee / account holder | $0 | $23-100.0% | $23-100.0% | $11,204-100.0% |