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| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.6+ years Filed as: PNC Service code 19 · EIN 22-1146430 | Securities Custodian | $0 |
THOMPSON, SIEGEL & WALMSLEY6+ years Service code 28 · EIN 54-0854396 | Investment Management | $0 |
TIMES SQUARE CAPITAL MANAGEMENT6+ years Filed as: TIMES SQUARE Service code 28 · EIN 20-1665304 | Investment Management | $0 |
ULLICO6+ years Service code 28 · EIN 13-1423090 | Investment Management | $0 |
WEDGE CAPITAL MANAGEMENT6+ years Filed as: WEDGE CAPITAL MGMT Service code 28 · EIN 56-1557450 | Investment Management | $0 |
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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 | $0 | $373,805-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 18.9%-18.9pp | 0.0%0pp |
| Annual return | 12.09% | 9.48%+2.6pp | 9.52%+2.6pp | 12.86%-0.8pp |
| Employer contribution / active EE | $5,838 | $12,808-54.4% | $41,951-86.1% | $13,687-57.3% |
| Participant deferral / active EE | $0 | $29-100.0% | $18-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $1,512-100.0% | - |