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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ASSOCIATED ADMINISTRATORS Service code 10 · EIN 65-1205077 | Accounting | $90,204 |
O'DONOGHUE & O'DONOGHUE8+ years Service code 29 · EIN 53-6120528 | Legal | $55,452 |
MANNING & NAPIER1 year Filed as: MANNING NAPIER Service code 27 · EIN 45-3328488 | Advisory (Plan) | $54,700 |
DAHAB ASSOCIATES8+ years Service code 17 423 SOUTH COUNTRY ROAD · BAY SHORE, NY 11706 | Pension Consulting | $25,000 |
THE MCKEOGH COMPANY8+ years Service code 11 · EIN 23-3003375 | Actuarial | $22,500 |
CALIBRE CPA GROUP PLLC4 years Service code 10 · EIN 47-0900880 | Accounting | $15,367 |
PNC BANK, N.A.8+ years Filed as: PNC INSTITUTIONAL TRUST Service code 21 · EIN 22-1146430 | Bank Trustee | $7,739 |
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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 | $89,087-100.0% | $80,293-100.0% | $287,034-100.0% |
| Participation rate | 0.0% | 10.9%-10.9pp | 5.6%-5.6pp | 55.9%-55.9pp |
| Annual return | 42.22% | 16.55%+25.7pp | 15.31%+26.9pp | 24.44%+17.8pp |
| Employer contribution / active EE | $5,366 | $42,466-87.4% | $28,686-81.3% | $41,344-87.0% |
| Participant deferral / active EE | $0 | $112-100.0% | $126-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $411-100.0% | $456-100.0% | $22,013-100.0% |