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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $72,861 |
PNC BANK, N.A.4 years Filed as: THE PNC FINANCIAL SERVICES GROUP, I Service code 27 · EIN 22-1146430 | Advisory (Plan) | $62,687 |
Filed as: PENSION PLANNING USA Service code 13 · EIN 85-0402842 | Contract Administrator | $42,643 |
ROMOLO & ASSOCIATES7 years Filed as: ROMOLO & ASSOCIATES, LLC Service code 10 · EIN 84-2885766 | Accounting | $17,775 |
CAVANAGH & O'HARA10+ years Filed as: CAVANAGH & OHARA, LLP Service code 29 · EIN 37-1259635 | Legal | $10,130 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $49,293 | $86,882-43.3% | $150,734-67.3% | $69,255-28.8% |
| Participation rate | 97.5% | 84.3%+13.3pp | 78.4%+19.1pp | 69.0%+28.5pp |
| Annual return | 14.18% | 10.69%+3.5pp | 600.81%-586.6pp | 26.73%-12.6pp |
| Employer contribution / active EE | $4,257 | $5,194-18.0% | $4,918-13.5% | $2,645+60.9% |
| Participant deferral / active EE | $417 | $2,993-86.1% | $5,610-92.6% | $2,890-85.6% |
| Admin fee / account holder | $225 | $630-64.3% | $14,905-98.5% | $733-69.3% |