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| Provider | Service type | Compensation |
|---|---|---|
LEGAL & GENERAL INVESTMENT4 years Filed as: LEGAL & GENERAL INVESTMENT MGMT AM Service code 28 · EIN 20-8058531 | Investment Management | $285,520 |
CAMBRIDGE INVESTMENT RESEARCH7+ years Filed as: CAMBRIDGE ASSOCIATES, LLC Service code 27 · EIN 04-3515240 | Advisory (Plan) | $83,210 |
AON CONSULTING2 years Filed as: AON CONSULTING, INC Service code 15 · EIN 22-2232264 | Recordkeeping | $58,005 |
PNC BANK, N.A.7+ years Filed as: PNC BANK Service code 25 · EIN 25-1211909 | Directed Trustee | $21,133 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $107,032-100.0% | $447,195-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 25.8%-25.8pp | 9.9%-9.9pp |
| Annual return | 4.53% | -12.59%+17.1pp | -11.06%+15.6pp | -5.25%+9.8pp |
| Employer contribution / active EE | $0 | $15,979-100.0% | $55,362-100.0% | $15,161-100.0% |
| Participant deferral / active EE | $0 | $77-100.0% | $26-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $3,859-100.0% | $3,572-100.0% | $3,859-100.0% |