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| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.2+ years Filed as: PNC ADVISORS Service code 21 · EIN 25-1211909 | Bank Trustee | $47,523 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 51 · EIN 13-5674085 | Investment Mgmt Fees | $23,607 |
WITHUMSMITH+BROWN, PC2+ years Filed as: BROWN & BROWN CONSULTING Service code 11 · EIN 20-0878127 | Actuarial | $19,770 |
MORISON COGEN LLP2+ 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 | $23,094-100.0% | $169,917-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 10.7%-10.7pp | 10.3%-10.3pp | 12.6%-12.6pp |
| Annual return | 2.51% | 4.80%-2.3pp | 7.98%-5.5pp | 4.56%-2.1pp |
| Employer contribution / active EE | $24,000 | $12,906+86.0% | $23,724+1.2% | $15,526+54.6% |
| Participant deferral / active EE | $0 | $25-100.0% | $53-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $95-100.0% | $636-100.0% | $1,711-100.0% |