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| Provider | Service type | Compensation |
|---|---|---|
OCTOBER THREE CONSULTING LLC5 years Filed as: OCTOBER THREE CONSULTING Service code 11 · EIN 27-1175487 | Actuarial | $104,581 |
PNC BANK, N.A.5 years Filed as: PNC BANK Service code 28 · EIN 22-1146430 | Investment Management | $43,510 |
SCHNEIDER DOWNS & CO., INC.2 years Service code 10 · EIN 25-1408703 | Accounting | $21,900 |
GYL FINANCIAL SYNERGIES5 years Service code 27 · EIN 81-3263476 | Advisory (Plan) | $12,500 |
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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 | $33,520-100.0% | $458,700-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 39.9%-39.9pp | 2.1%-2.1pp |
| Annual return | 5.66% | 6.45%-0.8pp | 8.61%-3.0pp | 7.65%-2.0pp |
| Employer contribution / active EE | $9,971 | $20,590-51.6% | $33,046-69.8% | $20,582-51.6% |
| Participant deferral / active EE | $0 | $0 | $8-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $33,172-100.0% | $193-100.0% |