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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.1+ years Service code 10 · EIN 38-2383171 | Accounting | $101,766 |
PNC BANK, N.A.1+ years Filed as: PNC Service code 26 · EIN 52-6328901 | Advisory (Participants) | $96,412 |
LSV ASSET MANAGEMENT1+ years Service code 28 · EIN 23-2772200 | Investment Management | $82,628 |
MARCO CONSULTING GROUP1+ years Filed as: MARCO CONSULTING GROUP, INC. Service code 20 · EIN 36-3555078 | Trustee (individual) | $67,100 |
AMERICAN REALTY ADVISORS1+ years Service code 28 · EIN 33-0123114 | Investment Management | $58,191 |
DIMENSIONAL FUND ADVISORS1+ years Service code 28 · EIN 23-6819730 | Investment Management | $47,772 |
PLANTE & MORAN, PLLC1+ years Filed as: PLANTE & MORAN Service code 10 · EIN 38-1357951 | Accounting | $19,300 |
WATKINS ROSS1+ years Filed as: WATKINS, ROSS & COMPANY Service code 11 · EIN 38-1477362 | Actuarial | $19,225 |
KOTZ, SANGSTER, WYSOCKI PC1+ years Service code 29 · EIN 38-2868807 | Legal | $13,818 |
AFL-CIO BUILDING INVESTMENT1+ years Service code 21 · EIN 38-1947531 | Bank Trustee | $13,145 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $211,396-100.0% | $96,302-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.8%-8.8pp | 4.3%-4.3pp |
| Annual return | -0.13% | -0.81%+0.7pp | -2.90%+2.8pp | 2.81%-2.9pp |
| Employer contribution / active EE | $0 | $22,644-100.0% | $27,990-100.0% | $16,358-100.0% |
| Participant deferral / active EE | $0 | $1,376-100.0% | $137-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $1,639-100.0% | $519-100.0% | $1,639-100.0% |