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| Provider | Service type | Compensation |
|---|---|---|
NEUBERGER BERMAN7+ years Service code 27 · EIN 13-5521910 | Advisory (Plan) | $41,008 |
PNC BANK, N.A.7+ years Filed as: PNC INSTITUTIONAL INVESTMENTS Service code 15 · EIN 25-1211909 | Recordkeeping | $18,064 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $38,981-100.0% | $38,981-100.0% | $286,788-100.0% |
| Participation rate | 0.0% | 22.2%-22.2pp | 5.3%-5.3pp | 37.6%-37.6pp |
| Annual return | 13.84% | 9.97%+3.9pp | 11.38%+2.5pp | 9.30%+4.5pp |
| Employer contribution / active EE | $0 | $28,819-100.0% | $18,467-100.0% | $43,748-100.0% |
| Participant deferral / active EE | $0 | $96-100.0% | $71-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $786-100.0% | $786-100.0% | $12,596-100.0% |