| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.4+ years Filed as: PNC BANK Service code 21 · EIN 25-1211909 | Bank Trustee | $156,603 |
FAYEZ SAROFIM & CO4+ years Filed as: FAYEZ SAROFIM AND CO Service code 27 · EIN 74-1312679 | Advisory (Plan) | $20,133 |
POLEN CAPITAL2 years Filed as: POLEN CAPITAL MANAGEMENT, LLC Service code 28 1825 NW CORPORATE BLVD. · BOCA RATON, FL 33431 | Investment Management | $18,628 |
DELAWARE INVESTMENTS2 years Filed as: DELAWARE CAPITAL MNGMNT ADVISER INC Service code 28 2005 MARKET STREET · PHILADELPHIA, PA 191037094 | Investment Management | $15,746 |
MADISON INVESTMENT ADVISORS2 years Filed as: MADISON INVESTMENT ADVISORS, LLC Service code 28 550 SCIENECE DR · MADINSON, WI 53711 | Investment Management | $15,684 |
GANNETT WELSH AND KOTLER4+ years Service code 28 222 BERKELEY STREET · BOSTON, MA 02116 | Investment Management | $11,571 |
NUANCE INVESTMENTS2 years Filed as: NUANCE INVESTMENTS LLC Service code 28 4900 MAIN ST#200 · KANSAS CITY, MA 64112 | Investment Management | $11,421 |
HARDING LOEVNER LP4+ years Filed as: HARDING LOEVNER Service code 28 600 FIFTH AVE 26TH FLOOR · NEW YORK, NY 10020 | Investment Management | $7,844 |
NEUBERGER BERMAN4+ years Filed as: NEUBERGER AND BERMAN Service code 28 · EIN 13-5521910 | Investment Management | $7,482 |
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 | $18,026,966-100.0% | $157,466-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.9%-11.9pp | 1.8%-1.8pp |
| Annual return | -4.85% | 7.01%-11.9pp | 12.68%-17.5pp | 0.19%-5.0pp |
| Employer contribution / active EE | $4,193 | $12,638-66.8% | $22,860-81.7% | $13,763-69.5% |
| Participant deferral / active EE | $0 | $554-100.0% | $123-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $2,825-100.0% | $426-100.0% |