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| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.2+ years Filed as: PNC BANK Service code 11 · EIN 25-1211909 | Actuarial | $973,603 |
AB FUNDS2+ years Filed as: ALLIANCE BERNSTEIN, LP Service code 27 · EIN 13-4064930 | Advisory (Plan) | $309,958 |
Filed as: PRICEWATERHOUSECOOPERS Service code 70 · EIN 13-4008324 | Consulting Fees | $240,500 |
BUCK GLOBAL, LLC2+ years Filed as: BUCK CONSULTANTS, LLC Service code 11 · EIN 13-2655989 | Actuarial | $169,518 |
BAIRD INSURANCE SERVICES INC2+ years Filed as: BAIRD INVESTMENT MANAGEMENT Service code 27 · EIN 39-6037917 | Advisory (Plan) | $91,448 |
BAIRD FUNDS2+ years Filed as: ROBERT BAIRD & CO Service code 27 · EIN 39-6037917 | Advisory (Plan) | $90,490 |
Filed as: BILKEY KATZ INVESTMENT Service code 11 · EIN 13-4226829 | Actuarial | $57,000 |
REED SMITH LLP2+ years Service code 29 · EIN 25-0749630 | Legal | $55,698 |
NORTHERN TRUST COMPANY2+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $36,558 |
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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 | $381,942,733-100.0% | $169,917-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.3%-10.3pp | 0.0%0pp |
| Annual return | 7.37% | 28.71%-21.3pp | 7.98%-0.6pp | 9.19%-1.8pp |
| Employer contribution / active EE | $0 | $15,250-100.0% | $23,724-100.0% | $12,608-100.0% |
| Participant deferral / active EE | $0 | $156-100.0% | $53-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $636-100.0% | $2,655,710-100.0% |