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| Provider | Service type | Compensation |
|---|---|---|
XPYRIA INVESTMENT ADVISORS2+ years Filed as: XPYRIA INVESTMENT ADVISORS, INC. Service code 27 · EIN 25-1635188 | Advisory (Plan) | $116,457 |
PNC BANK, N.A.2+ years Service code 21 · EIN 25-1211909 | Bank Trustee | $91,008 |
C.S. MCKEE, L.P.2+ years Filed as: CS MCKEE Service code 10 · EIN 25-1900687 | Accounting | $87,763 |
EPIC RETIREMENT PLAN SERVICES2+ years Filed as: CASE SABATINI Service code 10 · EIN 25-1271850 | Accounting | $16,000 |
COWDEN ASSOCIATES, INC.1 year Filed as: COWDEN ASSOCIATES, INC Service code 11 · EIN 25-1750131 | Actuarial | $15,500 |
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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 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 | $49,677-100.0% | $18,392,177-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.5%-37.5pp | 3.6%-3.6pp |
| Annual return | 5.62% | 5.61%0pp | 3.99%+1.6pp | 11.88%-6.3pp |
| Employer contribution / active EE | $0 | $20,606-100.0% | $38,279-100.0% | $14,612-100.0% |
| Participant deferral / active EE | $0 | $1,936-100.0% | $386-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $140,034-100.0% | $637-100.0% |