| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.9+ years Filed as: PNC BANK Service code 21 · EIN 25-1211909 | Bank Trustee | $185,083 |
FAYEZ SAROFIM & CO9+ years Filed as: FAYEZ SAROFIM AND CO Service code 27 · EIN 74-1312679 | Advisory (Plan) | $24,752 |
POLEN CAPITAL7 years Filed as: POLEN CAPITAL MANAGEMENT, LLC Service code 28 1825 NW CORPORATE BLVD. · BOCA RATON, FL 33431 | Investment Management | $21,834 |
MADISON INVESTMENT ADVISORS7 years Filed as: MADISON INVESTMENT ADVISORS, LLC Service code 28 550 SCIENECE DR · MADINSON, WI 53711 | Investment Management | $19,916 |
GANNETT WELSH AND KOTLER9+ years Service code 28 222 BERKELEY STREET · BOSTON, MA 02116 | Investment Management | $15,081 |
DELAWARE INVESTMENTS7 years Filed as: DELAWARE CAPITAL MNGMNT ADVISER INC Service code 28 2005 MARKET STREET · PHILADELPHIA, PA 191037094 | Investment Management | $14,465 |
HARDING LOEVNER LP9+ years Filed as: HARDING LOEVNER Service code 28 600 FIFTH AVE 26TH FLOOR · NEW YORK, NY 10020 | Investment Management | $9,930 |
NEUBERGER BERMAN9+ years Filed as: NEUBERGER AND BERMAN Service code 28 · EIN 13-5521910 | Investment Management | $6,763 |
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 | $3,299,877-100.0% | $182,032-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 13.4%-13.4pp | 2.3%-2.3pp |
| Annual return | 15.00% | 8.00%+7.0pp | 7.69%+7.3pp | 37.77%-22.8pp |
| Employer contribution / active EE | $5,660 | $15,902-64.4% | $28,501-80.1% | $15,798-64.2% |
| Participant deferral / active EE | $0 | $476-100.0% | $49-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $51,246-100.0% | $9,287-100.0% |