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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMP ANNUITY INSURANCE CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $56,139 |
CROWE LLP6 years Service code 10 · EIN 35-0921680 | Accounting | $49,613 |
Service code 37 · EIN 04-2647786 | Loan Processing | $40,280 |
PNC BANK, N.A.1 year Filed as: PNC INSTITUTIONAL ASSET MANGEMENT Service code 27 · EIN 22-1146430 | Advisory (Plan) | $35,523 |
PNC BANK, N.A.3 years Filed as: PNC BANK NA Service code 99 1900 E 9TH ST · CLEVELAND, OH 44114 | Other Fees | $20,746 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,925 | $110,282-42.9% | $102,434-38.6% | $199,960-68.5% |
| Participation rate | 84.9% | 86.3%-1.4pp | 76.5%+8.4pp | 72.0%+12.9pp |
| Annual return | 13.89% | 35.75%-21.9pp | 29.46%-15.6pp | 34.28%-20.4pp |
| Employer contribution / active EE | $396 | $3,603-89.0% | $3,023-86.9% | $3,036-86.9% |
| Participant deferral / active EE | $3,652 | $6,376-42.7% | $5,055-27.7% | $5,087-28.2% |
| Admin fee / account holder | $216 | $122+76.4% | $9,462-97.7% | $269-19.9% |