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| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.3+ years Filed as: PNC BANK Service code 11 · EIN 25-1211909 | Actuarial | $1,119,130 |
AB FUNDS3+ years Filed as: ALLIANCE BERNSTEIN, LP Service code 27 · EIN 13-4064930 | Advisory (Plan) | $373,220 |
BAIRD FUNDS3+ years Filed as: ROBERT BAIRD & CO Service code 27 · EIN 39-6037917 | Advisory (Plan) | $150,512 |
Service code 27 · EIN 04-2929221 260 FRANKLIN STREET · BOSTON, MA 02110 | Advisory (Plan) | $142,844 |
Filed as: CONDUENT HR CONSULTING Service code 16 11 STANWIX STREET, SUITE 700 · PITTSBURGH, PA 15222 | Consulting | $124,046 |
PRICEWATERHOUSECOOPERS LLP2 years Filed as: PRICEWATERHOUSECOOPERS Service code 16 · EIN 13-4008324 | Consulting | $84,600 |
Filed as: BILKEY KATZ INVESTMENT Service code 11 · EIN 13-4226829 | Actuarial | $71,250 |
NORTHERN TRUST COMPANY3+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $59,892 |
REED SMITH LLP3+ years Service code 29 · EIN 25-0749630 | Legal | $30,024 |
BUCK GLOBAL, LLC3+ years Filed as: BUCK CONSULTANTS, LLC Service code 11 · EIN 13-2655989 | Actuarial | $16,872 |
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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 | $0 | $180,484-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 10.1%-10.1pp | 0.0%0pp |
| Annual return | 19.68% | 35.86%-16.2pp | 10.53%+9.2pp | 17.84%+1.8pp |
| Employer contribution / active EE | $0 | $23,588-100.0% | $29,360-100.0% | $14,688-100.0% |
| Participant deferral / active EE | $0 | $317-100.0% | $54-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $1,273-100.0% | - |