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| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.8+ years Service code 18 · EIN 25-1211909 | Investment management; Custodial (oth... | $56,960 |
DUNBAR, BENDER & ZAPF, INC.4 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.
Employer 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 | $47,409-100.0% | $213,834-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 7.1%-7.1pp | 12.3%-12.3pp | 9.9%-9.9pp |
| Annual return | -13.18% | -3.51%-9.7pp | -5.12%-8.1pp | -5.25%-7.9pp |
| Employer contribution / active EE | $1,111 | $11,313-90.2% | $31,020-96.4% | $15,161-92.7% |
| Participant deferral / active EE | $0 | $60-100.0% | $101-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $297-100.0% | $2,852-100.0% | $3,859-100.0% |