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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC2+ years Filed as: CAPTRUST ADVISORS, LLC Service code 27 · EIN 45-0479693 | Advisory (Plan) | $27,699 |
CBIZ RETIREMENT PLAN SERVICES2+ years Service code 11 · EIN 31-1498244 | Actuarial | $27,515 |
PNC BANK, N.A.2+ years Filed as: PNC INSTITUTIONAL INVESTMENTS Service code 13 · EIN 25-1211909 1900 E 9TH STREET · CLEVELAND, OH 44114 | Contract Administrator | $9,563 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $484,799-100.0% | $114,230-100.0% | $484,799-100.0% |
| Participation rate | 0.0% | 91.1%-91.1pp | 62.5%-62.5pp | 91.1%-91.1pp |
| Annual return | 9.62% | 5.95%+3.7pp | 15.66%-6.0pp | 5.95%+3.7pp |
| Employer contribution / active EE | $0 | $27,493-100.0% | $8,491-100.0% | $27,493-100.0% |
| Participant deferral / active EE | $0 | $6,572-100.0% | $4,121-100.0% | $6,572-100.0% |
| Admin fee / account holder | $0 | $18,209-100.0% | $297-100.0% | $18,209-100.0% |