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| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.4+ years Filed as: PNC INVESTMENTS Service code 28 P.O. BOX 32760 · LOUISVILLE, KY 40232 | Investment Management | $33,856 |
Service code 15 · EIN 13-4238973 154 HANSEN RD · CHARLOTTESVILLE, VA 22911 | Recordkeeping | $26,244 |
AMERICAN FUNDS4+ years Filed as: PA CAPITAL ADVISORS Service code 34 114 CONWAY AVENUE · NARBERTH, PA 190722202 | Valuation (appraisals, etc.) | $20,195 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $195,756 | $62,267+214.4% | $110,243+77.6% | $55,725+251.3% |
| Participation rate | 99.7% | 78.1%+21.6pp | 79.8%+19.9pp | 70.9%+28.8pp |
| Annual return | 20.54% | -1.07%+21.6pp | 314.76%-294.2pp | 244.93%-224.4pp |
| Employer contribution / active EE | $2,535 | $1,941+30.6% | $3,827-33.7% | $2,078+22.0% |
| Participant deferral / active EE | $0 | $3,516-100.0% | $4,672-100.0% | $3,356-100.0% |
| Admin fee / account holder | $196 | $121+62.4% | $8,548-97.7% | $115+70.4% |