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| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.1+ years Filed as: PNC BANK NATIONAL ASSOCIATION Service code 18 · EIN 25-1211909 | Other fees; Custodial (other than sec... | $121,243 |
MERCER1+ years Service code 11 · EIN 13-2834414 | Actuarial | $81,594 |
PLANTE & MORAN, PLLC1+ years Service code 10 · EIN 38-1357951 | Accounting | $7,500 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $82,591-100.0% | $19,623-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 0.8%-0.8pp |
| Annual return | -1.10% | -2.01%+0.9pp | -0.97%-0.1pp | -0.60%-0.5pp |
| Employer contribution / active EE | $0 | $11,144-100.0% | $22,441-100.0% | $12,272-100.0% |
| Participant deferral / active EE | $0 | $792-100.0% | $183-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $2,730-100.0% | $717-100.0% |