| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.5+ years Filed as: PNC BANK Service code 21 · EIN 25-1211909 | Bank Trustee | $156,224 |
POLEN CAPITAL3 years Filed as: POLEN CAPITAL MANAGEMENT, LLC Service code 28 1825 NW CORPORATE BLVD. · BOCA RATON, FL 33431 | Investment Management | $21,316 |
FAYEZ SAROFIM & CO5+ years Filed as: FAYEZ SAROFIM AND CO Service code 27 · EIN 74-1312679 | Advisory (Plan) | $20,875 |
MADISON INVESTMENT ADVISORS3 years Filed as: MADISON INVESTMENT ADVISORS, LLC Service code 28 550 SCIENECE DR · MADINSON, WI 53711 | Investment Management | $17,467 |
DELAWARE INVESTMENTS3 years Filed as: DELAWARE CAPITAL MNGMNT ADVISER INC Service code 28 2005 MARKET STREET · PHILADELPHIA, PA 191037094 | Investment Management | $16,213 |
NUANCE INVESTMENTS3 years Filed as: NUANCE INVESTMENTS LLC Service code 28 4900 MAIN ST#200 · KANSAS CITY, MA 64112 | Investment Management | $12,212 |
GANNETT WELSH AND KOTLER5+ years Service code 28 222 BERKELEY STREET · BOSTON, MA 02116 | Investment Management | $11,010 |
HARDING LOEVNER LP5+ years Filed as: HARDING LOEVNER Service code 28 600 FIFTH AVE 26TH FLOOR · NEW YORK, NY 10020 | Investment Management | $7,308 |
NEUBERGER BERMAN5+ years Filed as: NEUBERGER AND BERMAN Service code 28 · EIN 13-5521910 | Investment Management | $7,160 |
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 | $3,370,408-100.0% | $133,543,011-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.0%-8.0pp | 1.2%-1.2pp |
| Annual return | 18.91% | 221.56%-202.7pp | 29.77%-10.9pp | 53.27%-34.4pp |
| Employer contribution / active EE | $4,036 | $12,096-66.6% | $33,607-88.0% | $14,774-72.7% |
| Participant deferral / active EE | $0 | $286-100.0% | $96-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $835,310-100.0% | $13,289-100.0% |