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| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.5+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 21 · EIN 25-1211909 | Bank Trustee | $49,932 |
USI CONSULTING GROUP2 years Filed as: BURKE GROUP Service code 11 · EIN 80-0688755 | Actuarial | $15,950 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $58,463-100.0% | $133,543,011-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 1.8%-1.8pp | 8.0%-8.0pp | 13.0%-13.0pp |
| Annual return | 19.60% | 12.80%+6.8pp | 29.77%-10.2pp | 13.59%+6.0pp |
| Employer contribution / active EE | $9,800 | $11,862-17.4% | $33,607-70.8% | $14,592-32.8% |
| Participant deferral / active EE | $526 | $86+513.1% | $96+447.0% | $67+685.6% |
| Admin fee / account holder | $0 | $325-100.0% | $835,310-100.0% | $29,657-100.0% |