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| Provider | Service type | Compensation |
|---|---|---|
LEGAL & GENERAL INVESTMENT7 years Filed as: LEGAL & GENERAL INVESTMENT MGMT AM Service code 28 · EIN 20-8058531 | Investment Management | $202,684 |
AON CONSULTING5 years Filed as: AON CONSULTING, INC Service code 15 · EIN 22-2232264 | Recordkeeping | $66,126 |
CAMBRIDGE INVESTMENT RESEARCH10+ years Filed as: CAMBRIDGE ASSOCIATES, LLC Service code 27 · EIN 04-3515240 | Advisory (Plan) | $41,372 |
PNC BANK, N.A.10+ years Filed as: PNC BANK Service code 25 · EIN 25-1211909 | Directed Trustee | $14,673 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $24,265-100.0% | - | $24,265-100.0% |
| Participation rate | 0.0% | 11.2%-11.2pp | 0.0%0pp | 11.2%-11.2pp |
| Annual return | 4.60% | 9.01%-4.4pp | 8.93%-4.3pp | 9.01%-4.4pp |
| Employer contribution / active EE | $0 | $12,866-100.0% | $34,172-100.0% | $12,866-100.0% |
| Participant deferral / active EE | $0 | $260-100.0% | $44-100.0% | $260-100.0% |
| Admin fee / account holder | $0 | $4,785-100.0% | - | $4,785-100.0% |