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| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.3+ years Filed as: PNC BANK Service code 19 · EIN 25-1211909 | Securities Custodian | $544,085 |
CDS ADMINISTRATORS1 year Service code 13 · EIN 25-1352803 | Contract Administrator | $119,952 |
TUCKER ARENSBERG2 years Service code 29 · EIN 25-1425735 | Legal | $22,110 |
HENRY ROSSI & CO., LLP1 year Service code 10 · EIN 25-1698043 | Accounting | $16,750 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,108 | $221,442-62.9% | $92,240-11.0% | $77,958+5.3% |
| Participation rate | 100.0% | 79.6%+20.4pp | 76.5%+23.5pp | 71.6%+28.4pp |
| Annual return | 15.31% | 15.65%-0.3pp | 176.29%-161.0pp | 20.87%-5.6pp |
| Employer contribution / active EE | $3,084 | $3,226-4.4% | $3,680-16.2% | $2,310+33.5% |
| Participant deferral / active EE | $262 | $2,779-90.6% | $3,897-93.3% | $3,537-92.6% |
| Admin fee / account holder | $131 | $210-37.3% | $5,194-97.5% | $97+35.0% |