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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ASSOCIATED ADMINISTRATORS Service code 10 · EIN 65-1205077 | Accounting | $87,795 |
MANNING & NAPIER7+ years Service code 27 · EIN 45-3328488 290 WOODCLIFF DRIVE · FAIRPORT, NY 14450 | Advisory (Plan) | $69,505 |
O'DONOGHUE & O'DONOGHUE7+ years Service code 29 · EIN 53-6120528 4748 WISCONSIN AVENUE, NW · WASHINGTON, DC 20016 | Legal | $50,446 |
DAHAB ASSOCIATES7+ years Service code 17 423 SOUTH COUNTRY ROAD · BAY SHORE, NY 11706 | Pension Consulting | $24,500 |
THE MCKEOGH COMPANY7+ years Service code 11 · EIN 23-3003375 200 BARR HARBOR DRIVE · WEST CONSHOHOCKEN, PA 19428 | Actuarial | $20,625 |
CALIBRE CPA GROUP PLLC3 years Service code 10 · EIN 47-0900880 7501 WISCONSIN AVE STE 1200 · BETHESDA, MD 20814 | Accounting | $17,825 |
PNC BANK, N.A.7+ years Filed as: PNC INSTITUTIONAL TRUST Service code 21 · EIN 22-1146430 TWO HOPKINS PLAZA · BALTIMORE, MD 21201 | Bank Trustee | $6,106 |
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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 | $33,081-100.0% | $53,690-100.0% | $350,051-100.0% |
| Participation rate | 0.0% | 25.0%-25.0pp | 8.6%-8.6pp | 44.5%-44.5pp |
| Annual return | 9.06% | 0.10%+9.0pp | -4.80%+13.9pp | -14.65%+23.7pp |
| Employer contribution / active EE | $4,911 | $45,650-89.2% | $30,897-84.1% | $46,321-89.4% |
| Participant deferral / active EE | $0 | $30-100.0% | $64-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $51,060-100.0% | $40,849-100.0% | $14,582-100.0% |