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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP2 years Service code 11 · EIN 06-1053228 | Actuarial | $46,838 |
PNC BANK, N.A.9+ years Filed as: PNC BANK, NA Service code 19 · EIN 25-1211909 | Securities Custodian | $22,060 |
WITHUMSMITH+BROWN, PC1 year Filed as: FROST BROWN TODD LLP Service code 29 · EIN 61-0722001 | Legal | $11,134 |
ALGAR HOLDINGS INC1 year Service code 17 | Pension Consulting | $7,353 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $116,130-100.0% | $7,193,366-100.0% | $287,034-100.0% |
| Participation rate | 0.0% | 50.0%-50.0pp | 16.7%-16.7pp | 55.9%-55.9pp |
| Annual return | 9.57% | 27.03%-17.5pp | 78.53%-69.0pp | 24.44%-14.9pp |
| Employer contribution / active EE | $0 | $39,215-100.0% | $31,607-100.0% | $41,344-100.0% |
| Participant deferral / active EE | $0 | $16-100.0% | $101-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $0 | $75,389-100.0% | $22,013-100.0% |