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| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.2+ years Filed as: PNC BANK, NA Service code 28 · EIN 25-1211909 | Investment Management | $37,569 |
BOLTON PARTNERS, INC.2+ years Service code 11 · EIN 52-1231144 | Actuarial | $24,195 |
BATOFF ASSOCIATES, P.A.2+ years Service code 29 36 S. CHARLES STREET #1510 · BALTIMORE, MD 21201 | Legal | $14,662 |
T ROWE PRICE RPS INC2+ years Filed as: T ROWE PRICE Service code 28 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Investment Management | $10,090 |
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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 | $78,695-100.0% | $111,575-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 2.7%-2.7pp | 8.4%-8.4pp | 12.6%-12.6pp |
| Annual return | 3.96% | 4.40%-0.4pp | 18.87%-14.9pp | 4.56%-0.6pp |
| Employer contribution / active EE | $0 | $10,694-100.0% | $19,828-100.0% | $15,526-100.0% |
| Participant deferral / active EE | $0 | $30-100.0% | $68-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $0 | $262-100.0% | $1,711-100.0% |