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| Provider | Service type | Compensation |
|---|---|---|
NYHART3 years Service code 11 · EIN 35-0966414 | Actuarial | $19,775 |
THE CONCORD ADVISORY GROUP3 years Filed as: THE CONCORD ADVISORY GROUP, LTD. Service code 27 P.O. BOX CN 5275 · PRINCETON, NJ 085425275 | Advisory (Plan) | $15,682 |
Filed as: L.M. HENDERSON & COMPANY, LLC Service code 10 · EIN 20-5520612 | Accounting | $9,950 |
PNC BANK, N.A.2 years Filed as: PNC Service code 21 · EIN 22-1146430 | Bank Trustee | $9,082 |
DIMENSIONAL FUND ADVISORS2 years Filed as: DIMENSIONAL FUND ADVISORS LP Service code 28 6300 BEE COVE ROAD · AUSTIN, TX 78745 | Investment Management | $7,100 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $107,088-100.0% | $788,447-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 3.0%-3.0pp | 21.4%-21.4pp | 9.9%-9.9pp |
| Annual return | -15.84% | -12.85%-3.0pp | -3.21%-12.6pp | -5.25%-10.6pp |
| Employer contribution / active EE | $12,821 | $16,520-22.4% | $46,051-72.2% | $15,161-15.4% |
| Participant deferral / active EE | $0 | $32-100.0% | $31-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $779-100.0% | $46,258-100.0% | $3,859-100.0% |