Filed January 27, 2017
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| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.5 years Filed as: PNC BANK Service code 28 · EIN 22-1146430 | Investment Management | $165,106 |
OCTOBER THREE CONSULTING LLC5 years Service code 11 · EIN 27-1175487 | Actuarial | $142,051 |
BDO USA, LLP1 year Filed as: BDO USA LLP Service code 10 · EIN 13-5381590 | Accounting | $34,621 |
GYL FINANCIAL SYNERGIES3 years Filed as: GYL FINANCIAL SYNERGIES, LLC Service code 27 · EIN 81-3263476 | Advisory (Plan) | $25,000 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $82,186-100.0% | $54,060-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 3.3%-3.3pp | 3.6%-3.6pp |
| Annual return | 7.99% | 8.66%-0.7pp | 36.37%-28.4pp | 11.84%-3.8pp |
| Employer contribution / active EE | $0 | $10,755-100.0% | $37,223-100.0% | $17,339-100.0% |
| Participant deferral / active EE | $0 | $384-100.0% | $524-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $409-100.0% | $568-100.0% | $409-100.0% |