Filed October 1, 2021
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| Provider | Service type | Compensation |
|---|---|---|
Service code 11 · EIN 13-3689044 | Actuarial | $268,342 |
PNC BANK, N.A.1 year Filed as: PNC BANK Service code 15 249 5TH AVE · PITTSBURGH, PA 15222 | Recordkeeping | $83,346 |
GORDON FEINBLATT LLC1 year Service code 29 1001 FLEET STREET · BALTIMORE, MD 21202 | Legal | $68,746 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $265,195-100.0% | $422,209-100.0% | $287,075-100.0% |
| Participation rate | 0.0% | 49.8%-49.8pp | 23.3%-23.3pp | 55.8%-55.8pp |
| Annual return | -3.40% | 13.43%-16.8pp | 12.68%-16.1pp | 24.42%-27.8pp |
| Employer contribution / active EE | $0 | $48,120-100.0% | $41,588-100.0% | $41,338-100.0% |
| Participant deferral / active EE | $0 | $98-100.0% | $96-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $2,528-100.0% | $10,609-100.0% | $22,079-100.0% |