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| Provider | Service type | Compensation |
|---|---|---|
OCTOBER THREE CONSULTING LLC4 years Filed as: OCTOBER THREE CONSULTING Service code 11 · EIN 27-1175487 | Actuarial | $89,331 |
PNC BANK, N.A.4 years Filed as: PNC BANK Service code 28 · EIN 22-1146430 | Investment Management | $38,951 |
Service code 10 · EIN 25-1408703 | Accounting | $20,600 |
GYL FINANCIAL SYNERGIES4 years Service code 27 · EIN 81-3263476 | Advisory (Plan) | $16,833 |
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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 | $9,556,684-100.0% | $398,892-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 54.1%-54.1pp | 2.4%-2.4pp |
| Annual return | 9.87% | 10.29%-0.4pp | 8.56%+1.3pp | 22.81%-12.9pp |
| Employer contribution / active EE | $13,130 | $15,716-16.5% | $37,135-64.6% | $18,290-28.2% |
| Participant deferral / active EE | $0 | $0 | $18-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | $77,551-100.0% | $85,222-100.0% |