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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.2 years Filed as: BENESYS Service code 15 · EIN 38-2383171 | Recordkeeping | $50,962 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPTRUST Service code 26 · EIN 26-0058143 | Advisory (Participants) | $41,667 |
AMERICAN REALTY ADVISORS2 years Filed as: AMERICAN GRAPHICS Service code 36 · EIN 38-2090931 | Copying and duplicating | $25,670 |
Service code 10 · EIN 61-1129886 | Accounting | $18,000 |
JOHNSON & KROL, LLC2 years Filed as: JOHNSON & KROL Service code 29 · EIN 36-4342024 | Legal | $8,492 |
PNC BANK, N.A.2 years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 19 · EIN 22-1146430 | Securities Custodian | $6,119 |
Service code 49 · EIN 52-1796473 | Other Services | $5,995 |
THE SEGAL COMPANY2 years Filed as: SEGAL SELECT INSURANCE SERVICES Service code 70 · EIN 46-0619194 | Consulting Fees | $1,436 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,553 | $96,999-85.0% | $123,973-88.3% | $83,436-82.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 76.7%+23.3pp | 73.2%+26.8pp |
| Annual return | 11.09% | 8.97%+2.1pp | 388.13%-377.0pp | 19.34%-8.2pp |
| Employer contribution / active EE | $2,002 | $5,808-65.5% | $4,126-51.5% | $4,072-50.8% |
| Participant deferral / active EE | $961 | $1,439-33.2% | $5,247-81.7% | $3,411-71.8% |
| Admin fee / account holder | $120 | $227-47.1% | $11,799-99.0% | $265-54.7% |