| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.6+ years Filed as: PNC BANK Service code 21 · EIN 25-1211909 | Bank Trustee | $161,123 |
POLEN CAPITAL4 years Filed as: POLEN CAPITAL MANAGEMENT, LLC Service code 28 1825 NW CORPORATE BLVD. · BOCA RATON, FL 33431 | Investment Management | $26,357 |
FAYEZ SAROFIM & CO6+ years Filed as: FAYEZ SAROFIM AND CO Service code 27 · EIN 74-1312679 | Advisory (Plan) | $24,050 |
MADISON INVESTMENT ADVISORS4 years Filed as: MADISON INVESTMENT ADVISORS, LLC Service code 28 550 SCIENECE DR · MADINSON, WI 53711 | Investment Management | $17,567 |
DELAWARE INVESTMENTS4 years Filed as: DELAWARE CAPITAL MNGMNT ADVISER INC Service code 28 2005 MARKET STREET · PHILADELPHIA, PA 191037094 | Investment Management | $15,236 |
GANNETT WELSH AND KOTLER6+ years Service code 28 222 BERKELEY STREET · BOSTON, MA 02116 | Investment Management | $11,313 |
NUANCE INVESTMENTS4 years Filed as: NUANCE INVESTMENTS LLC Service code 28 4900 MAIN ST#200 · KANSAS CITY, MA 64112 | Investment Management | $7,915 |
HARDING LOEVNER LP6+ years Filed as: HARDING LOEVNER Service code 28 600 FIFTH AVE 26TH FLOOR · NEW YORK, NY 10020 | Investment Management | $7,766 |
NEUBERGER BERMAN6+ years Filed as: NEUBERGER AND BERMAN Service code 28 · EIN 13-5521910 | Investment Management | $7,705 |
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 | $2,822,362-100.0% | $477,209-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.2%-10.2pp | 0.6%-0.6pp |
| Annual return | 10.12% | 13.15%-3.0pp | -2.84%+13.0pp | 11.45%-1.3pp |
| Employer contribution / active EE | $4,423 | $23,714-81.4% | $33,329-86.7% | $17,219-74.3% |
| Participant deferral / active EE | $0 | $352-100.0% | $51-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $2,475-100.0% | $15,480-100.0% |