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| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.3+ years Service code 25 · EIN 22-1146430 | Directed Trustee | $36,316 |
Service code 29 ONE OXFORD CENTER · PITTSBURGH, PA 15219 | Legal | $23,310 |
CANTOR FITZGERALD2 years Service code 28 110 EAST 59TH STREET · NEW YORK, NY 10022 | Investment Management | $20,000 |
Filed as: SCHNEIDER DOWNS AND CO., INC. Service code 10 · EIN 25-1408703 | Accounting | $10,961 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 23 320 PARK AVENUE · NEW YORK, NY 10022 | Insurance services | $72 |
PNC BANK, N.A.3+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 59 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $37,174 | $46,173-19.5% | $170,435-78.2% | $69,631-46.6% |
| Participation rate | 67.4% | 63.9%+3.5pp | 83.6%-16.2pp | 70.7%-3.3pp |
| Annual return | 18.09% | 21.62%-3.5pp | 205.94%-187.8pp | 27571.02%-27552.9pp |
| Employer contribution / active EE | $1,578 | $1,610-2.0% | $5,432-70.9% | $2,032-22.3% |
| Participant deferral / active EE | $1,526 | $2,080-26.7% | $4,939-69.1% | $3,224-52.7% |
| Admin fee / account holder | $157 | $116+35.3% | $13,881-98.9% | $110+42.0% |