Filed September 13, 2019 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ Service code 11 · EIN 31-1582098 | Actuarial | $199,139 |
PNC BANK, N.A.2 years Filed as: PNC Service code 28 · EIN 22-1146430 | Investment Management | $157,955 |
PRUDENTIAL RETIREMENT INSURANCE AND10+ years Filed as: PRUDENTIAL INSURANCE COMPANY Service code 28 · EIN 22-1211670 | Investment Management | $23,448 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPTRUST Service code 28 · EIN 56-1984030 | Investment Management | $12,500 |
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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | $329,695-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 14.3%-14.3pp | 43.4%-43.4pp | 2.1%-2.1pp |
| Annual return | 2.87% | 7.03%-4.2pp | 9.82%-6.9pp | 7.65%-4.8pp |
| Employer contribution / active EE | $19,313 | $15,106+27.9% | $30,322-36.3% | $20,582-6.2% |
| Participant deferral / active EE | $0 | $0 | $66-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $53,840-100.0% | $193-100.0% |