| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.8+ years Filed as: PNC BANK Service code 21 · EIN 25-1211909 | Bank Trustee | $175,860 |
POLEN CAPITAL6 years Filed as: POLEN CAPITAL MANAGEMENT, LLC Service code 28 1825 NW CORPORATE BLVD. · BOCA RATON, FL 33431 | Investment Management | $32,373 |
FAYEZ SAROFIM & CO8+ years Filed as: FAYEZ SAROFIM AND CO Service code 27 · EIN 74-1312679 | Advisory (Plan) | $32,160 |
MADISON INVESTMENT ADVISORS6 years Filed as: MADISON INVESTMENT ADVISORS, LLC Service code 28 550 SCIENECE DR · MADINSON, WI 53711 | Investment Management | $21,763 |
DELAWARE INVESTMENTS6 years Filed as: DELAWARE CAPITAL MNGMNT ADVISER INC Service code 28 2005 MARKET STREET · PHILADELPHIA, PA 191037094 | Investment Management | $18,967 |
GANNETT WELSH AND KOTLER8+ years Service code 28 222 BERKELEY STREET · BOSTON, MA 02116 | Investment Management | $15,561 |
NEUBERGER BERMAN8+ years Filed as: NEUBERGER AND BERMAN Service code 28 · EIN 13-5521910 | Investment Management | $8,938 |
HARDING LOEVNER LP8+ years Filed as: HARDING LOEVNER Service code 28 600 FIFTH AVE 26TH FLOOR · NEW YORK, NY 10020 | Investment Management | $8,833 |
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 | $164,233-100.0% | $213,834-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 0.0%0pp |
| Annual return | -14.65% | 1.88%-16.5pp | -5.12%-9.5pp | 2.78%-17.4pp |
| Employer contribution / active EE | $5,187 | $8,732-40.6% | $31,020-83.3% | $15,276-66.0% |
| Participant deferral / active EE | $0 | $482-100.0% | $101-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $2,852-100.0% | $1,015-100.0% |