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| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.1+ years Filed as: PNC ADVISORS Service code 21 · EIN 25-1211909 | Bank Trustee | $72,964 |
WITHUMSMITH+BROWN, PC1+ years Filed as: BROWN & BROWN CONSULTING Service code 11 · EIN 20-0878127 | Actuarial | $18,095 |
MORISON COGEN LLP1+ years Service code 10 · EIN 23-1406493 | Accounting | $11,000 |
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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 | $31,920-100.0% | $96,302-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 10.0%-10.0pp | 8.8%-8.8pp | 15.7%-15.7pp |
| Annual return | -1.46% | -2.03%+0.6pp | -2.90%+1.4pp | -7.14%+5.7pp |
| Employer contribution / active EE | $21,429 | $10,249+109.1% | $27,990-23.4% | $14,613+46.6% |
| Participant deferral / active EE | $0 | $47-100.0% | $137-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $160-100.0% | $519-100.0% | $1,191-100.0% |