Filed December 8, 2023 (most recent of 2 filings on file)
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.10+ years Filed as: PNC BANK Service code 21 · EIN 22-1146430 | Bank Trustee | $86,167 |
BUCK GLOBAL, LLC5 years Service code 11 · EIN 13-3954297 | Actuarial | $77,900 |
CHARLES SCHWAB & CO., INC.5 years Filed as: REA & ASSOCIATES Service code 10 · EIN 34-1310124 | Accounting | $49,920 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $84,245-100.0% | $84,245-100.0% | $340,936-100.0% |
| Participation rate | 0.0% | 9.1%-9.1pp | 7.1%-7.1pp | 31.0%-31.0pp |
| Annual return | 6.23% | 0.05%+6.2pp | 1.43%+4.8pp | 14.18%-8.0pp |
| Employer contribution / active EE | $0 | $17,913-100.0% | $17,287-100.0% | $33,339-100.0% |
| Participant deferral / active EE | $0 | $0 | $0 | $68-100.0% |
| Admin fee / account holder | $0 | $380-100.0% | $380-100.0% | $17,688-100.0% |