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| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.3+ years Filed as: PNC BANK, NA Service code 28 · EIN 25-1211909 | Investment Management | $35,269 |
BOLTON PARTNERS, INC.3+ years Service code 11 · EIN 52-1231144 | Actuarial | $26,378 |
BATOFF ASSOCIATES, P.A.3+ years Service code 29 36 S. CHARLES STREET #1510 · BALTIMORE, MD 21201 | Legal | $16,439 |
T ROWE PRICE RPS INC3+ years Filed as: T ROWE PRICE Service code 28 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Investment Management | $8,600 |
Filed as: STOUT CAUSEY AND HORNING, PA Service code 10 · EIN 52-1743645 | Accounting | $6,263 |
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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 | $36,166-100.0% | $107,664-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 6.7%-6.7pp | 10.0%-10.0pp | 11.3%-11.3pp |
| Annual return | 12.37% | 10.39%+2.0pp | 337.46%-325.1pp | 10.41%+2.0pp |
| Employer contribution / active EE | $0 | $10,969-100.0% | $20,191-100.0% | $14,691-100.0% |
| Participant deferral / active EE | $0 | $108-100.0% | $30-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $439-100.0% | $1,663-100.0% | $2,646-100.0% |