| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.5 years Filed as: PNC BANK Service code 21 · EIN 25-1197336 | Bank Trustee | $150,334 |
MERCER9 years Filed as: MERCER (US) INC. Service code 11 · EIN 13-2834414 | Actuarial | $72,079 |
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 | $33,520-100.0% | $329,695-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 14.3%-14.3pp | 43.4%-43.4pp | 2.1%-2.1pp |
| Annual return | 1.25% | 7.03%-5.8pp | 9.82%-8.6pp | 7.65%-6.4pp |
| Employer contribution / active EE | $8,481 | $15,106-43.9% | $30,322-72.0% | $20,582-58.8% |
| Participant deferral / active EE | $0 | $0 | $66-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $53,840-100.0% | $193-100.0% |