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| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.1+ years Filed as: PNC Service code 21 · EIN 25-1211909 | Bank Trustee | $17,096 |
CORRELL CO.1+ years Service code 11 · EIN 36-3492086 | Actuarial | $12,632 |
WEGNER CPAS, LLP1+ years Filed as: WEGNER CPAS Service code 10 · EIN 39-0974031 | Accounting | $8,750 |
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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $23,094-100.0% | $169,917-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 10.7%-10.7pp | 10.3%-10.3pp | 12.6%-12.6pp |
| Annual return | 2.15% | 4.80%-2.7pp | 7.98%-5.8pp | 4.56%-2.4pp |
| Employer contribution / active EE | $0 | $12,906-100.0% | $23,724-100.0% | $15,526-100.0% |
| Participant deferral / active EE | $0 | $25-100.0% | $53-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $95-100.0% | $636-100.0% | $1,711-100.0% |