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| Provider | Service type | Compensation |
|---|---|---|
ASSOCIATED ADMINISTRATORS, LLC4+ years Filed as: ASSOCIATED ADMINISTRATORS LLC Service code 13 · EIN 65-1205007 | Contract Administrator | $331,011 |
PNC BANK, N.A.4+ years Filed as: PNC BANK NA Service code 24 · EIN 22-1146430 | Discretionary Trustee | $153,445 |
PNC BANK, N.A.4+ years Filed as: PNC REALTY INVESTORS, INC. Service code 27 · EIN 22-1146430 | Advisory (Plan) | $107,975 |
MEKETA INVESTMENT GROUP4+ years Filed as: MEKETA INVESTMENT GROUP INC Service code 27 · EIN 04-2659023 | Advisory (Plan) | $100,000 |
AMERICAN FUNDS2 years Filed as: WCM FOCUSED GLOBAL GROWTH FUND LP Service code 28 · EIN 47-5599419 | Investment Management | $72,536 |
Service code 28 · EIN 46-2760679 | Investment Management | $63,086 |
Service code 28 · EIN 90-0802511 | Investment Management | $57,685 |
CHEIRON4+ years Filed as: CHEIRON INC Service code 11 · EIN 13-4215617 | Actuarial | $55,325 |
STRATEGIC ADVISORS, INC.3 years Filed as: STRATEGIC INVESTORS FUND VIII, LP Service code 28 · EIN 81-1597627 | Investment Management | $50,857 |
CALIBRE CPA GROUP PLLC4+ years Filed as: CALIBRE CPA Service code 10 · EIN 47-0900880 | Accounting | $48,312 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $68,458-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 10.1%-10.1pp | 0.0%0pp |
| Annual return | -3.26% | 73.13%-76.4pp | -0.87%-2.4pp | 73.13%-76.4pp |
| Employer contribution / active EE | $4,427 | $8,421-47.4% | $21,826-79.7% | $8,421-47.4% |
| Participant deferral / active EE | $0 | $293-100.0% | $656-100.0% | $293-100.0% |
| Admin fee / account holder | $0 | $0 | $165-100.0% | - |