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| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.8+ years Filed as: PNC BANK, NA Service code 19 · EIN 25-1211909 | Securities Custodian | $26,471 |
USI CONSULTING GROUP1 year Service code 11 · EIN 06-1053228 | Actuarial | $17,728 |
Service code 11 300 TRADE CENTER DRIVE · WOBURN, MA 01801 | Actuarial | $13,625 |
Service code 10 · EIN 76-0448495 | Accounting | $11,350 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $350,051-100.0% | - | $350,051-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 44.5%-44.5pp |
| Annual return | -15.52% | -7.28%-8.2pp | 22.50%-38.0pp | -14.65%-0.9pp |
| Employer contribution / active EE | $0 | $42,083-100.0% | $33,849-100.0% | $46,321-100.0% |
| Participant deferral / active EE | $0 | $13-100.0% | $101-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $14,582-100.0% | - | $14,582-100.0% |