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| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.6+ years Filed as: PNC BANK Service code 11 · EIN 25-1211909 | Actuarial | $2,272,506 |
SANDERS CAPITAL, LLC6+ years Service code 27 · EIN 27-0705845 | Advisory (Plan) | $346,274 |
AB FUNDS6+ years Filed as: ALLIANCE BERNSTEIN, LP Service code 27 · EIN 13-4064930 | Advisory (Plan) | $272,292 |
AON CONSULTING1 year Filed as: AON CONSULTING INC Service code 11 · EIN 22-2232264 | Actuarial | $240,495 |
BAIRD FUNDS6+ years Filed as: ROBERT BAIRD & CO Service code 27 · EIN 39-6037917 | Advisory (Plan) | $226,165 |
ACADIAN ASSET MANAGEMENT LLC4 years Service code 27 · EIN 04-2929221 260 FRANKLIN STREET · BOSTON, MA 02110 | Advisory (Plan) | $190,132 |
L AND G INVESTMENT3 years Filed as: G W & K INVESTMENT Service code 51 222 BERKLEY ST · BOSTON, MA 02116 | Investment Mgmt Fees | $91,606 |
BUCK GLOBAL, LLC6+ years Filed as: BUCK CONSULTANTS, LLC Service code 11 · EIN 13-2655989 | Actuarial | $54,159 |
Filed as: BILKEY KATZ INVESTMENT Service code 11 · EIN 13-4226829 | Actuarial | $40,000 |
REED SMITH LLP6+ years Service code 29 · EIN 25-0749630 | Legal | $36,100 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $91,826-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 4.7%-4.7pp | 0.0%0pp |
| Annual return | 18.00% | 12.05%+5.9pp | 793.01%-775.0pp | 12.86%+5.1pp |
| Employer contribution / active EE | $0 | $21,947-100.0% | $27,004-100.0% | $13,687-100.0% |
| Participant deferral / active EE | $0 | $0 | $154-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $4,239-100.0% | - |