| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.7+ years Filed as: PNC BANK Service code 21 · EIN 25-1211909 | Bank Trustee | $182,990 |
POLEN CAPITAL5 years Filed as: POLEN CAPITAL MANAGEMENT, LLC Service code 28 1825 NW CORPORATE BLVD. · BOCA RATON, FL 33431 | Investment Management | $36,098 |
FAYEZ SAROFIM & CO7+ years Filed as: FAYEZ SAROFIM AND CO Service code 27 · EIN 74-1312679 | Advisory (Plan) | $31,574 |
MADISON INVESTMENT ADVISORS5 years Filed as: MADISON INVESTMENT ADVISORS, LLC Service code 28 550 SCIENECE DR · MADINSON, WI 53711 | Investment Management | $20,912 |
DELAWARE INVESTMENTS5 years Filed as: DELAWARE CAPITAL MNGMNT ADVISER INC Service code 28 2005 MARKET STREET · PHILADELPHIA, PA 191037094 | Investment Management | $18,025 |
GANNETT WELSH AND KOTLER7+ years Service code 28 222 BERKELEY STREET · BOSTON, MA 02116 | Investment Management | $16,530 |
HARDING LOEVNER LP7+ years Filed as: HARDING LOEVNER Service code 28 600 FIFTH AVE 26TH FLOOR · NEW YORK, NY 10020 | Investment Management | $9,947 |
NEUBERGER BERMAN7+ years Filed as: NEUBERGER AND BERMAN Service code 28 · EIN 13-5521910 | Investment Management | $9,923 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,472,696-100.0% | $220,551-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.7%-8.7pp | 0.7%-0.7pp |
| Annual return | 14.20% | 8.91%+5.3pp | 7.32%+6.9pp | 13.24%+1.0pp |
| Employer contribution / active EE | $4,852 | $13,306-63.5% | $23,426-79.3% | $14,616-66.8% |
| Participant deferral / active EE | $0 | $563-100.0% | $107-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $9,522-100.0% | $4,137-100.0% |