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| Provider | Service type | Compensation |
|---|---|---|
O'DONOGHUE & O'DONOGHUE3+ years Service code 29 · EIN 53-6120528 4748 WISCONSIN AVENUE, NW · WASHINGTON, DC 20016 | Legal | $104,888 |
MANNING & NAPIER3+ years Service code 27 · EIN 45-3328488 290 WOODCLIFF DRIVE · FAIRPORT, NY 14450 | Advisory (Plan) | $101,609 |
CARDAY ASSOCIATES3+ years Service code 10 · EIN 53-0257019 | Accounting | $68,100 |
THE MCKEOGH COMPANY3+ years Service code 11 · EIN 23-3003375 200 BARR HARBOR DRIVE · WEST CONSHOHOCKEN, PA 19428 | Actuarial | $34,567 |
DAHAB ASSOCIATES3+ years Service code 17 423 SOUTH COUNTRY ROAD · BAY SHORE, NY 11706 | Pension Consulting | $25,000 |
SALTER & COMPANY, LLC3+ years Filed as: SALTER & COMPANY Service code 10 · EIN 20-8078757 4600 EAST-WEST HIGHWAY, SUITE 300 · BETHESDA, MD 20814 | Accounting | $16,508 |
PNC BANK, N.A.3+ years Filed as: PNC INSTITUTIONAL TRUST Service code 21 · EIN 22-1146430 TWO HOPKINS PLAZA · BALTIMORE, MD 21201 | Bank Trustee | $7,983 |
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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 | $685,614-100.0% | $476,019-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 10.0%-10.0pp | 5.3%-5.3pp | 14.6%-14.6pp |
| Annual return | 11.64% | 3.99%+7.6pp | 4.36%+7.3pp | 10.56%+1.1pp |
| Employer contribution / active EE | $3,382 | $11,621-70.9% | $27,383-87.6% | $13,643-75.2% |
| Participant deferral / active EE | $0 | $27-100.0% | $75-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $15,843-100.0% | $14,020-100.0% | $3,354-100.0% |