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| Provider | Service type | Compensation |
|---|---|---|
ASSOCIATED ADMINISTRATORS, LLC7+ years Filed as: ASSOCIATED ADMINISTRATORS LLC Service code 13 · EIN 65-1205077 | Contract Administrator | $354,000 |
PNC BANK, N.A.7+ years Filed as: PNC BANK NA Service code 24 · EIN 22-1146430 | Discretionary Trustee | $177,971 |
Filed as: WCM INVESTMENT MANAGEMENT LLC Service code 28 · EIN 95-3046237 | Investment Management | $127,162 |
MEKETA INVESTMENT GROUP3 years Filed as: MEKETA FIDUCIARY MANAGEMENT, LLC Service code 27 · EIN 47-2126910 | Advisory (Plan) | $100,000 |
DRA ADVISORS LLC3 years Service code 28 · EIN 33-1032314 | Investment Management | $95,777 |
CHEIRON7+ years Filed as: CHEIRON INC Service code 11 · EIN 13-4215617 | Actuarial | $86,871 |
PNC BANK, N.A.7+ years Filed as: PNC REALTY INVESTORS, INC. Service code 27 · EIN 22-1146430 | Advisory (Plan) | $85,918 |
GQG PARTNERS LLC5 years Service code 28 · EIN 81-2109181 | Investment Management | $60,534 |
STATE STREET GLOBAL ADVISORS3 years Filed as: STATE STREET GLOBAL ADVISORS TRUST Service code 28 · EIN 81-4017137 | Investment Management | $42,619 |
NOVAK FRANCELLA LLC7+ years Service code 10 · EIN 61-1436956 | Accounting | $24,935 |
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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 | $444,552-100.0% | $291,448-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 3.7%-3.7pp | 28.6%-28.6pp | 3.7%-3.7pp |
| Annual return | 10.72% | 15.63%-4.9pp | 6.39%+4.3pp | 15.63%-4.9pp |
| Employer contribution / active EE | $3,350 | $11,476-70.8% | $30,371-89.0% | $11,476-70.8% |
| Participant deferral / active EE | $0 | $1,127-100.0% | $24-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $7,637-100.0% | $429-100.0% |