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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 1667 K STREET, NW, STE 1270 · WASHINGTON, DC 20006 | Advisory (Plan) | $40,500 |
PNC BANK, N.A.3 years Filed as: PNC BANK Service code 19 · EIN 22-1146430 | Securities Custodian | $36,915 |
CARDAY ASSOCIATES4+ years Service code 13 · EIN 53-0257019 | Contract Administrator | $35,350 |
WITHUMSMITH+BROWN, PC2 years Filed as: WITHUM SMITH AND BROWN PC Service code 10 4600 EAST WEST HIGHWAY, STE 900 · BETHESDA, MD 20814 | Accounting | $14,510 |
Filed as: MCCRACKEN, STEMERMAN & HOLSBERRY, L Service code 29 · EIN 94-1709555 595 MARKET STREET SUITE 1400 · SAN FRANCISCO, CA 94105 | Legal | $10,288 |
Service code 10 · EIN 81-4643077 | Accounting | $8,800 |
THE SEGAL COMPANY4+ years Filed as: SEGAL SELECT INSURANCE SERVICES INC Service code 53 · EIN 46-0619194 | Insurance Commissions | $5,623 |
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 | $23,119-100.0% | $71,086-100.0% | $75,289-100.0% |
| Participation rate | 0.0% | 36.3%-36.3pp | 54.7%-54.7pp | 72.4%-72.4pp |
| Annual return | -3.52% | -3.32%-0.2pp | 650.59%-654.1pp | -0.04%-3.5pp |
| Employer contribution / active EE | $1,235 | $399+209.5% | $1,088+13.5% | $2,405-48.7% |
| Participant deferral / active EE | $0 | $960-100.0% | $1,874-100.0% | $3,739-100.0% |
| Admin fee / account holder | $0 | $89-100.0% | $3,082-100.0% | $102-100.0% |