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| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.10+ years Service code 18 · EIN 25-1211909 | Investment management; Custodial (oth... | $58,507 |
DUNBAR, BENDER & ZAPF, INC.6 years Filed as: DUNBAR, BENDER, & ZAPF, INC. Service code 11 · EIN 25-1650062 | Actuarial | $8,550 |
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Participant contribution per participant 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 | $75,644-100.0% | $106,128-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 11.9%-11.9pp | 12.2%-12.2pp | 11.0%-11.0pp |
| Annual return | 8.26% | 7.25%+1.0pp | 5.04%+3.2pp | 8.21%0pp |
| Employer contribution / active EE | $11,111 | $13,308-16.5% | $26,454-58.0% | $13,841-19.7% |
| Participant deferral / active EE | $0 | $61-100.0% | $78-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $172-100.0% | $16,625-100.0% | $1,652-100.0% |