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| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.2 years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 21 · EIN 25-1211909 | Bank Trustee | $85,884 |
MERCER2 years Service code 11 · EIN 13-2834414 | Actuarial | $22,092 |
MCM CPAS & ADVISORS LLP1 year Service code 10 · EIN 27-1235638 | Accounting | $12,300 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $146,112-100.0% | $133,543,011-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 27.0%-27.0pp | 8.0%-8.0pp | 47.4%-47.4pp |
| Annual return | 13.44% | 4.63%+8.8pp | 29.77%-16.3pp | 12.16%+1.3pp |
| Employer contribution / active EE | $0 | $51,918-100.0% | $33,607-100.0% | $44,747-100.0% |
| Participant deferral / active EE | $0 | $59-100.0% | $96-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $282,686-100.0% | $835,310-100.0% | $17,640-100.0% |