Filed January 27, 2017
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.4 years Filed as: PNC BANK Service code 28 · EIN 22-1146430 | Investment Management | $119,314 |
OCTOBER THREE CONSULTING LLC4 years Service code 11 · EIN 27-1175487 | Actuarial | $78,844 |
GYL FINANCIAL SYNERGIES2 years Filed as: GYL FINANCIAL SYNERGIES, LLC Service code 27 · EIN 81-3263476 | Advisory (Plan) | $31,250 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $409,661-100.0% | $91,826-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 4.7%-4.7pp | 1.7%-1.7pp |
| Annual return | 8.29% | 20.91%-12.6pp | 793.01%-784.7pp | 627.08%-618.8pp |
| Employer contribution / active EE | $21,725 | $11,580+87.6% | $27,004-19.6% | $18,824+15.4% |
| Participant deferral / active EE | $0 | $179-100.0% | $154-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $4,239-100.0% | $1,923-100.0% |