| Provider | Service type | Compensation |
|---|---|---|
ASSOCIATED ADMINISTRATORS, LLC9+ years Service code 13 · EIN 65-1205077 | Contract Administrator | $3,243,836 |
THE SEGAL COMPANY9+ years Filed as: SEGAL SELECT INSURANCE SERVICES Service code 22 · EIN 46-0619194 | Insurance Broker | $461,794 |
INVESTMENT PERFORMANCE SERVICES9+ years Service code 27 · EIN 58-2432390 | Advisory (Plan) | $269,282 |
PNC BANK, N.A.9+ years Filed as: PNC Service code 62 · EIN 22-1146430 | Float revenue; Soft dollars commissions | $210,808 |
CHEIRON9+ years Filed as: CHEIRON, INC Service code 50 · EIN 13-4215617 | Direct Payment | $170,527 |
SLEVIN & HART, P.C.9+ years Filed as: SLEVIN & HART Service code 50 · EIN 52-1708613 | Direct Payment | $131,525 |
CALIBRE CPA GROUP PLLC5 years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 7501 WISCONSIN AVENUE, SUITE 1200W · BETHESDA, MD 20814 | Accounting | $100,570 |
SEGALL BRYANT & HAMILL9+ years Filed as: SEGALL, BRYANT & HAMILL Service code 28 · EIN 41-1788385 | Investment Management | $89,895 |
GROOM LAW GROUP4 years Service code 29 1701 PENNSYLVANIA AVE N.W. · WASHINGTON, DC 20006 | Legal | $43,132 |
COMERICA BANK1 year Filed as: COMERICA Service code 28 · EIN 38-1998421 | Investment Management | $18,604 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $265,195-100.0% | $422,209-100.0% | $285,997-100.0% |
| Participation rate | 0.0% | 49.8%-49.8pp | 23.3%-23.3pp | 55.8%-55.8pp |
| Annual return | 10.54% | 13.43%-2.9pp | 12.68%-2.1pp | 24.44%-13.9pp |
| Employer contribution / active EE | $0 | $48,174-100.0% | $41,626-100.0% | $41,356-100.0% |
| Participant deferral / active EE | $0 | $98-100.0% | $96-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $2,528-100.0% | $10,609-100.0% | $22,013-100.0% |