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| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.2 years Filed as: PNC BANK Service code 19 · EIN 22-1146430 | Securities Custodian | $50,975 |
CARDAY ASSOCIATES3+ years Service code 13 · EIN 53-0257019 | Contract Administrator | $37,774 |
Service code 27 1667 K STREET, NW, STE 1270 · WASHINGTON, DC 20006 | Advisory (Plan) | $32,435 |
Filed as: MCCRACKEN, STEMERMAN & HOLSBERRY, L Service code 29 · EIN 94-1709555 595 MARKET STREET SUITE 1400 · SAN FRANCISCO, CA 94105 | Legal | $17,097 |
WITHUMSMITH+BROWN, PC1 year Filed as: WITHUM SMITH AND BROWN PC Service code 10 4600 EAST WEST HIGHWAY, STE 900 · BETHESDA, MD 20814 | Accounting | $11,822 |
WEYRICH, CRONIN & SORRA, LLC3+ years Filed as: WEYRICH, CRONIN & SORRA CHARTERED Service code 10 · EIN 52-1162023 | Accounting | $8,832 |
EUCLID SPECIALTY MANAGERS, LLC3+ years Service code 23 · EIN 36-2533337 | Insurance services | $5,623 |
THE SEGAL COMPANY3+ years Filed as: SEGAL SELECT INSURANCE SERVICES INC Service code 53 | Insurance Commissions | $1,320 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $3,847 | $25,165-84.7% | $73,550-94.8% | $77,958-95.1% |
| Participation rate | 94.7% | 36.6%+58.0pp | 54.9%+39.7pp | 71.6%+23.0pp |
| Annual return | 14.09% | 18.12%-4.0pp | -15.16%+29.3pp | 20.87%-6.8pp |
| Employer contribution / active EE | $616 | $395+55.8% | $1,219-49.5% | $2,310-73.3% |
| Participant deferral / active EE | $0 | $898-100.0% | $1,804-100.0% | $3,537-100.0% |
| Admin fee / account holder | $34 | $76-54.5% | $2,320-98.5% | $97-64.6% |