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| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.2 years Service code 25 · EIN 22-1146430 | Directed Trustee | $90,494 |
SEI INVESTMENTS4+ years Filed as: SEI TRUST Service code 27 · EIN 06-1271230 | Advisory (Plan) | $0 |
WELLS FARGO BANK, N.A.4+ years Service code 21 · EIN 94-1347393 | Bank Trustee | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $30,280 | $37,196-18.6% | $154,114-80.4% | $55,725-45.7% |
| Participation rate | 94.9% | 64.1%+30.8pp | 83.0%+11.8pp | 70.9%+24.0pp |
| Annual return | -5.04% | 1319.68%-1324.7pp | 735.16%-740.2pp | 244.93%-250.0pp |
| Employer contribution / active EE | $3,351 | $1,614+107.6% | $5,298-36.7% | $2,078+61.2% |
| Participant deferral / active EE | $266 | $2,068-87.1% | $5,081-94.8% | $3,356-92.1% |
| Admin fee / account holder | $137 | $102+34.8% | $13,411-99.0% | $115+18.9% |