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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.
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 | $106,351-86.3% | $105,223-86.2% | $103,975-86.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 75.0%+25.0pp | 72.5%+27.5pp |
| Annual return | 11.09% | 11.69%-0.6pp | 180.65%-169.6pp | 19.41%-8.3pp |
| Employer contribution / active EE | $2,002 | $5,336-62.5% | $3,689-45.7% | $3,722-46.2% |
| Participant deferral / active EE | $961 | $3,221-70.2% | $5,072-81.0% | $5,343-82.0% |
| Admin fee / account holder | $120 | $316-61.9% | $8,859-98.6% | $332-63.8% |