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| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.2+ years Filed as: PNC INVESTMENTS Service code 28 P.O. BOX 32760 · LOUISVILLE, KY 40232 | Investment Management | $43,603 |
Service code 15 · EIN 13-4238973 154 HANSEN RD · CHARLOTTESVILLE, VA 22911 | Recordkeeping | $36,987 |
CAPITAL TRUSTEES2+ years Service code 31 17 SOUTH SECOND STREET · HARRISBURG, PA 17101 | Named fiduciary | $0 |
AMERICAN FUNDS2+ years Filed as: PA CAPITAL ADVISORS Service code 34 114 CONWAY AVENUE · NARBERTH, PA 190722202 | Valuation (appraisals, etc.) | $0 |
SADIS & GOLDBERG2+ years Service code 29 · EIN 13-3952891 551 FIFTH AVENUE · NEW YORK, NY 10176 | Legal | $0 |
Filed as: STEIKER, GREENAPPLE, & CROSCUT, PC Service code 29 · EIN 23-2483825 555 CITY AVENUE, SUITE 910 · BALA CYNWYD, PA 19004 | Legal | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,879 | $107,378+61.0% | $108,582+59.2% | $57,658+199.8% |
| Participation rate | 99.3% | 77.1%+22.2pp | 79.6%+19.7pp | 70.2%+29.1pp |
| Annual return | 15.34% | 12.80%+2.5pp | -51.70%+67.0pp | 5.13%+10.2pp |
| Employer contribution / active EE | $2,922 | $1,782+64.0% | $3,758-22.3% | $1,974+48.0% |
| Participant deferral / active EE | $0 | $3,221-100.0% | $4,311-100.0% | $3,061-100.0% |
| Admin fee / account holder | $247 | $108+127.3% | $7,645-96.8% | $95+160.9% |