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| Provider | Service type | Compensation |
|---|---|---|
Filed as: LEGAL & GENERAL INVESTMENT MGMT AM Service code 28 · EIN 20-8058531 | Investment Management | $270,399 |
CAMBRIDGE INVESTMENT RESEARCH4+ years Filed as: CAMBRIDGE ASSOCIATES, LLC Service code 27 · EIN 04-3515240 | Advisory (Plan) | $69,735 |
DELOITTE & TOUCHE LLP1 year Filed as: DELOITTE TAX LLP Service code 10 · EIN 86-1065772 | Accounting | $29,838 |
PNC BANK, N.A.4+ years Filed as: PNC BANK Service code 25 · EIN 25-1211909 | Directed Trustee | $18,817 |
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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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $159,368-100.0% | $179,713-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 1.1%-1.1pp | 31.2%-31.2pp | 13.0%-13.0pp |
| Annual return | 5.96% | 11.91%-5.9pp | 8.22%-2.3pp | 13.59%-7.6pp |
| Employer contribution / active EE | $0 | $12,237-100.0% | $46,636-100.0% | $14,592-100.0% |
| Participant deferral / active EE | $0 | $64-100.0% | $1,719-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $116-100.0% | $1,392-100.0% | $29,657-100.0% |