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| Provider | Service type | Compensation |
|---|---|---|
BPS&M1+ years Filed as: BPS&M, LLC Service code 11 · EIN 62-0853448 | Actuarial | $42,115 |
THE COLONY GROUP LLC1+ years Filed as: THE COLONY GROUP Service code 28 · EIN 90-0751149 | Investment Management | $20,457 |
PNC BANK, N.A.1+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 21 · EIN 25-1211909 | Bank Trustee | $13,768 |
STAMBAUGH NESS PC1+ years Filed as: STAMBAUGH NESS Service code 10 · EIN 23-2846715 | Accounting | $10,000 |
CAPGROUP INVESTMENT ADVISORS1+ years Service code 28 · EIN 54-1533515 | Investment Management | $6,970 |
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Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $50,876-100.0% | $466,275-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.6%-17.6pp | 15.7%-15.7pp |
| Annual return | -3.98% | -1.93%-2.1pp | -2.52%-1.5pp | -7.14%+3.2pp |
| Employer contribution / active EE | $10,827 | $13,932-22.3% | $109,954-90.2% | $14,613-25.9% |
| Participant deferral / active EE | $2,083 | $149+1300.0% | $846+146.2% | $60+3361.8% |
| Admin fee / account holder | $0 | $1,191-100.0% | $12,408-100.0% | $1,191-100.0% |