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| Provider | Service type | Compensation |
|---|---|---|
Filed as: OCTOBER THREE CONSULTING Service code 11 · EIN 27-1175487 | Actuarial | $89,323 |
PNC BANK, N.A.1 year Filed as: PNC BANK Service code 28 · EIN 22-1146430 | Investment Management | $36,535 |
GYL FINANCIAL SYNERGIES1 year 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 | $409,661-100.0% | $319,634-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 27.6%-27.6pp | 1.7%-1.7pp |
| Annual return | 8.05% | 10.09%-2.0pp | 174.94%-166.9pp | 627.08%-619.0pp |
| Employer contribution / active EE | $14,507 | $12,251+18.4% | $38,590-62.4% | $18,824-22.9% |
| Participant deferral / active EE | $0 | $0 | $8-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $3,298-100.0% | $1,923-100.0% |