| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.4 years Filed as: PNC BANK Service code 21 · EIN 25-1197336 | Bank Trustee | $204,360 |
MERCER8 years Filed as: MERCER (US) INC. Service code 11 · EIN 13-2834414 | Actuarial | $92,248 |
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 | $9,556,684-100.0% | $247,553-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 50.4%-50.4pp | 2.4%-2.4pp |
| Annual return | 8.88% | 9.92%-1.0pp | 32.33%-23.5pp | 22.81%-13.9pp |
| Employer contribution / active EE | $7,970 | $16,139-50.6% | $33,964-76.5% | $18,290-56.4% |
| Participant deferral / active EE | $0 | $0 | $43-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | $10,141-100.0% | $85,222-100.0% |