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| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.1 year Filed as: PNC BANK Service code 19 · EIN 22-1146430 | Securities Custodian | $43,357 |
CARDAY ASSOCIATES2+ years Service code 13 · EIN 53-0257019 | Contract Administrator | $36,388 |
CALIBRE CPA GROUP PLLC2+ years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $24,257 |
Filed as: MCCRACKEN, STEMERMAN & HOLSBERRY, L Service code 29 · EIN 94-1709555 595 MARKET STREET SUITE 1400 · SAN FRANCISCO, CA 94105 | Legal | $9,572 |
EUCLID SPECIALTY MANAGERS, LLC2+ years Service code 23 · EIN 36-2533337 | Insurance services | $5,360 |
THE SEGAL COMPANY2+ years Filed as: SEGAL SELECT INSURANCE SERVICES INC Service code 53 | Insurance Commissions | $2,265 |
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 | $3,989 | $22,291-82.1% | $69,182-94.2% | $63,975-93.8% |
| Participation rate | 91.7% | 35.3%+56.5pp | 55.1%+36.6pp | 71.1%+20.6pp |
| Annual return | 6.22% | 9.30%-3.1pp | -21.93%+28.2pp | 48.65%-42.4pp |
| Employer contribution / active EE | $644 | $325+98.0% | $1,206-46.6% | $2,182-70.5% |
| Participant deferral / active EE | $0 | $808-100.0% | $1,897-100.0% | $3,356-100.0% |
| Admin fee / account holder | $27 | $73-63.0% | $2,697-99.0% | $70-61.7% |