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| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.3+ years Filed as: PNC BANK, NA Service code 25 · EIN 25-1211909 | Directed Trustee | $71,500 |
PATH ADMINISTRATORS3+ years Service code 13 · EIN 46-1226464 | Contract Administrator | $30,600 |
BPAS2 years Service code 15 · EIN 16-1616474 | Recordkeeping | $28,000 |
Filed as: MCGRAIL MERKEL QUINN & ASSOC., P.C. Service code 10 · EIN 23-2226550 | Accounting | $9,500 |
KANG HAGGERTY & FETBROYT1 year Service code 29 · EIN 23-2220388 | Legal | $9,000 |
Service code 29 · EIN 23-1496747 | Legal | $9,000 |
FABIAN & BYRN LLC1 year Service code 13 · EIN 25-1914887 | Contract Administrator | $7,705 |
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 | $119,871 | $56,443+112.4% | $83,850+43.0% | $55,725+115.1% |
| Participation rate | 100.0% | 72.0%+28.0pp | 76.1%+23.9pp | 70.9%+29.1pp |
| Annual return | 9.91% | 393.67%-383.8pp | 850.92%-841.0pp | 244.93%-235.0pp |
| Employer contribution / active EE | $7,966 | $2,682+197.1% | $3,631+119.4% | $2,078+283.3% |
| Participant deferral / active EE | $0 | $2,965-100.0% | $4,082-100.0% | $3,356-100.0% |
| Admin fee / account holder | $275 | $156+76.0% | $5,478-95.0% | $115+138.7% |