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| Provider | Service type | Compensation |
|---|---|---|
SLC MANAGEMENT1 year Filed as: SLC CAPITAL MANAGEMENT (U.S.) LLC Service code 28 · EIN 68-0635051 | Investment Management | $104,629 |
PNC BANK, N.A.9+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 21 · EIN 25-1211909 | Bank Trustee | $103,611 |
WILLIS TOWERS WATSON US LLC5 years Service code 11 · EIN 53-0181291 | Actuarial | $96,196 |
AON CONSULTING6 years Filed as: AON CONSULTING, INC Service code 13 · EIN 22-2232264 | Contract Administrator | $93,588 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $35,905 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $28,425,075-100.0% | $7,193,366-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.7%-16.7pp | 2.4%-2.4pp |
| Annual return | 5.03% | 11.98%-7.0pp | 78.62%-73.6pp | 22.81%-17.8pp |
| Employer contribution / active EE | $153,048 | $19,973+666.3% | $31,646+383.6% | $18,290+736.8% |
| Participant deferral / active EE | $0 | $2,176-100.0% | $101-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $226,166-100.0% | $75,389-100.0% | $85,222-100.0% |