| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.1+ years Filed as: PNC BANK Service code 21 · EIN 25-1211909 | Bank Trustee | $157,869 |
FAYEZ SAROFIM & CO1+ years Filed as: FAYEZ SAROFIM AND CO Service code 27 · EIN 74-1312679 | Advisory (Plan) | $38,594 |
BAIRD INSURANCE SERVICES INC1+ years Filed as: BAIRD INVESTMENT MANAGEMENT Service code 28 777 EAST WISCONSIN AVENUE, 21 FLOOR · MILWAUKEE, WI 53202 | Investment Management | $11,668 |
GANNETT WELSH AND KOTLER1+ years Service code 28 222 BERKELEY STREET · BOSTON, MA 02116 | Investment Management | $10,390 |
NEUBERGER BERMAN1+ years Filed as: NEUBERGER AND BERMAN Service code 28 · EIN 13-5521910 | Investment Management | $8,331 |
HARDING LOEVNER LP1+ years Filed as: HARDING LOEVNER Service code 28 600 FIFTH AVE 26TH FLOOR · NEW YORK, NY 10020 | Investment Management | $6,885 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $82,591-100.0% | $522,682-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 5.6%-5.6pp | 12.6%-12.6pp | 0.8%-0.8pp |
| Annual return | -0.47% | -0.43%0pp | -3.43%+3.0pp | -0.60%+0.1pp |
| Employer contribution / active EE | $2,802 | $10,132-72.3% | $25,607-89.1% | $12,272-77.2% |
| Participant deferral / active EE | $0 | $566-100.0% | $77-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $13,511-100.0% | $717-100.0% |