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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 | $105,028-86.1% | $107,187-86.4% | $100,573-85.5% |
| Participation rate | 100.0% | 81.2%+18.8pp | 75.0%+25.0pp | 70.9%+29.1pp |
| Annual return | 11.09% | 10.61%+0.5pp | 204.55%-193.5pp | 18.89%-7.8pp |
| Employer contribution / active EE | $2,002 | $5,641-64.5% | $3,782-47.1% | $3,763-46.8% |
| Participant deferral / active EE | $961 | $2,685-64.2% | $5,096-81.1% | $4,921-80.5% |
| Admin fee / account holder | $120 | $355-66.1% | $9,162-98.7% | $454-73.5% |