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| Provider | Service type | Compensation |
|---|---|---|
WILLIAMS KEEPERS LLC1+ years Filed as: WILLIAMS JONES & ASSOCIATES LLC Service code 28 707 FIFTH AVENUE · NEW YORK, NY 10022 | Investment Management | $54,030 |
FINDLEY1+ years Filed as: FINDLEY DAVIES Service code 11 · EIN 34-1213174 | Actuarial | $44,793 |
PNC BANK, N.A.1+ years Filed as: PNC Service code 21 · EIN 25-1211909 | Bank Trustee | $26,802 |
AT INVESTMENT ADVISERS INC1+ years Filed as: AT INVESTMENT ADVISORS Service code 28 · EIN 20-0822261 | Investment Management | $16,935 |
DAVENPORT HANF & COMPANY LLC1+ years Filed as: DAVENPORT, HANF & COMPANY, LLC Service code 10 · EIN 41-2173670 | Accounting | $6,200 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $49,677-100.0% | $295,226-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 14.7%-14.7pp | 3.6%-3.6pp |
| Annual return | 4.79% | 11.88%-7.1pp | 4.64%+0.1pp | 11.88%-7.1pp |
| Employer contribution / active EE | $0 | $14,612-100.0% | $35,349-100.0% | $14,612-100.0% |
| Participant deferral / active EE | $0 | $518-100.0% | $461-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $343,074-100.0% | $637-100.0% |