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| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.2+ years Filed as: PNC Service code 26 · EIN 25-1211909 | Advisory (Participants) | $148,063 |
MARCO CONSULTING GROUP2+ years Filed as: MARCO CONSULTING GROUP, INC. Service code 27 · EIN 36-3555078 | Advisory (Plan) | $110,309 |
BENESYS, INC.2+ years Service code 10 · EIN 38-2383171 | Accounting | $104,481 |
LSV ASSET MANAGEMENT2+ years Service code 28 · EIN 23-2772200 | Investment Management | $79,613 |
AMERICAN REALTY ADVISORS2+ years Service code 28 · EIN 33-0123114 | Investment Management | $60,494 |
DIMENSIONAL FUND ADVISORS2+ years Service code 28 · EIN 23-6819730 | Investment Management | $44,588 |
WATKINS ROSS2+ years Filed as: WATKINS, ROSS & COMPANY Service code 11 · EIN 38-1477362 | Actuarial | $34,260 |
KOTZ, SANGSTER, WYSOCKI PC2+ years Service code 22 · EIN 38-2868807 | Insurance Broker | $27,269 |
LOOMIS SAYLES1 year Filed as: LOOMIS SAYLES & CO. Service code 28 · EIN 84-6391546 | Investment Management | $23,911 |
PLANTE & MORAN, PLLC2+ years Filed as: PLANTE & MORAN Service code 10 · EIN 38-1357951 | Accounting | $19,000 |
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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 | $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 | 7.53% | 4.80%+2.7pp | 7.98%-0.5pp | 4.56%+3.0pp |
| Employer contribution / active EE | $3,601 | $12,906-72.1% | $23,724-84.8% | $15,526-76.8% |
| 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% |