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| Provider | Service type | Compensation |
|---|---|---|
O'DONOGHUE & O'DONOGHUE4+ years Service code 29 · EIN 53-6120528 4748 WISCONSIN AVENUE, NW · WASHINGTON, DC 20016 | Legal | $107,711 |
MANNING & NAPIER4+ years Service code 27 · EIN 45-3328488 290 WOODCLIFF DRIVE · FAIRPORT, NY 14450 | Advisory (Plan) | $92,203 |
CARDAY ASSOCIATES4+ years Service code 10 · EIN 53-0257019 | Accounting | $68,100 |
DAHAB ASSOCIATES4+ years Service code 17 423 SOUTH COUNTRY ROAD · BAY SHORE, NY 11706 | Pension Consulting | $25,000 |
THE MCKEOGH COMPANY4+ years Service code 11 · EIN 23-3003375 200 BARR HARBOR DRIVE · WEST CONSHOHOCKEN, PA 19428 | Actuarial | $22,500 |
SALTER & COMPANY, LLC4+ years Filed as: SALTER & COMPANY Service code 10 · EIN 20-8078757 4600 EAST-WEST HIGHWAY, SUITE 300 · BETHESDA, MD 20814 | Accounting | $14,987 |
PNC BANK, N.A.4+ years Filed as: PNC INSTITUTIONAL TRUST Service code 21 · EIN 22-1146430 TWO HOPKINS PLAZA · BALTIMORE, MD 21201 | Bank Trustee | $6,647 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $70,499-100.0% | $50,635-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 12.6%-12.6pp | 6.0%-6.0pp | 47.4%-47.4pp |
| Annual return | 6.62% | 10.98%-4.4pp | 18.06%-11.4pp | 12.16%-5.5pp |
| Employer contribution / active EE | $5,244 | $48,856-89.3% | $30,411-82.8% | $44,747-88.3% |
| Participant deferral / active EE | $0 | $0-100.0% | $40-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $2,698-100.0% | $1,675-100.0% | $17,640-100.0% |