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| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.1+ years Filed as: PNC BANK Service code 13 · EIN 25-1211909 2 PNC PLAZA 7TH FL · PITTSBURGH, PA 15222 | Contract Administrator | $6,815 |
AON CONSULTING1+ years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 445 HUTCHINSON AVE STE 900 · COLUMBUS, OH 43235 | Actuarial | $1,007 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: REA & ASSOCIATES, INC. Service code 10 · EIN 34-1310124 5775 PERIMETER DR STE 200 · DUBLIN, SC 43017 | Accounting | $0 |
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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 | $31,920-100.0% | $96,302-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 10.0%-10.0pp | 8.8%-8.8pp | 15.7%-15.7pp |
| Annual return | -2.18% | -2.03%-0.1pp | -2.90%+0.7pp | -7.14%+5.0pp |
| Employer contribution / active EE | $0 | $10,249-100.0% | $27,990-100.0% | $14,613-100.0% |
| Participant deferral / active EE | $0 | $47-100.0% | $137-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $160-100.0% | $519-100.0% | $1,191-100.0% |