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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING4+ years Service code 11 · EIN 23-2293237 | Actuarial | $140,191 |
PNC BANK, N.A.1 year Filed as: PNC BANK Service code 21 222 DELAWARE AVENUE · WILMINGTON, DE 19899 | Bank Trustee | $41,941 |
BLUE CHIP RETIREMENT PLANS, INC.4+ years Filed as: BLUE AND COMPANY LLC Service code 10 · EIN 35-1178661 | Accounting | $12,225 |
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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 | $37,288-100.0% | $436,953-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 14.1%-14.1pp | 44.2%-44.2pp | 4.7%-4.7pp |
| Annual return | -5.12% | -2.51%-2.6pp | -102.04%+96.9pp | -0.69%-4.4pp |
| Employer contribution / active EE | $6,696 | $11,346-41.0% | $36,232-81.5% | $16,786-60.1% |
| Participant deferral / active EE | $0 | $324-100.0% | $48-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $12,721-100.0% | $124-100.0% |