| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.2+ years Filed as: PNC BANK Service code 21 · EIN 25-1211909 | Bank Trustee | $154,915 |
FAYEZ SAROFIM & CO2+ years Filed as: FAYEZ SAROFIM AND CO Service code 27 · EIN 74-1312679 | Advisory (Plan) | $24,438 |
GANNETT WELSH AND KOTLER2+ years Service code 28 222 BERKELEY STREET · BOSTON, MA 02116 | Investment Management | $8,493 |
HARDING LOEVNER LP2+ years Filed as: HARDING LOEVNER Service code 28 600 FIFTH AVE 26TH FLOOR · NEW YORK, NY 10020 | Investment Management | $6,141 |
NEUBERGER BERMAN2+ years Filed as: NEUBERGER AND BERMAN Service code 28 · EIN 13-5521910 | Investment Management | $6,091 |
BAIRD INSURANCE SERVICES INC2+ years Filed as: BAIRD INVESTMENT MANAGEMENT Service code 28 777 EAST WISCONSIN AVENUE, 21 FLOOR · MILWAUKEE, WI 53202 | Investment Management | $5,778 |
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.
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 | $35,636-100.0% | $151,941-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 1.8%-1.8pp |
| Annual return | 5.84% | 17.94%-12.1pp | 5.44%+0.4pp | 7.18%-1.3pp |
| Employer contribution / active EE | $2,222 | $12,263-81.9% | $25,481-91.3% | $13,095-83.0% |
| Participant deferral / active EE | $0 | $388-100.0% | $65-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $11,765-100.0% | $362-100.0% |