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| Provider | Service type | Compensation |
|---|---|---|
BOLTON PARTNERS, INC.3 years Service code 11 · EIN 52-1231144 | Actuarial | $81,848 |
THE COLONY GROUP LLC6+ years Filed as: THE COLONY GROUP Service code 28 · EIN 90-0751149 | Investment Management | $32,538 |
MCGUIRE WOODS4 years Service code 29 · EIN 54-0505857 | Legal | $17,389 |
PNC BANK, N.A.6+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 21 · EIN 25-1211909 | Bank Trustee | $13,915 |
STAMBAUGH NESS PC6+ years Filed as: STAMBAUGH NESS Service code 10 · EIN 23-2846715 | Accounting | $11,150 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $793,067-100.0% | $793,067-100.0% | $254,173-100.0% |
| Participation rate | 0.0% | 18.2%-18.2pp | 9.1%-9.1pp | 43.0%-43.0pp |
| Annual return | 8.51% | 3.18%+5.3pp | 10.21%-1.7pp | 259.17%-250.7pp |
| Employer contribution / active EE | $69,667 | $54,473+27.9% | $40,687+71.2% | $41,471+68.0% |
| Participant deferral / active EE | $0 | $0 | $0 | $153-100.0% |
| Admin fee / account holder | $0 | $0 | $0 | $21,502-100.0% |