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| Provider | Service type | Compensation |
|---|---|---|
Filed as: COMMONWEALTH FINANCIAL Service code 21 5015 BRADENTON AVE · DUBLIN, OH 43017 | Bank Trustee | $983 |
PNC BANK, N.A.3 years Filed as: PNC BANK Service code 34 · EIN 46-5526782 | Valuation (appraisals, etc.) | $266 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $272,814 | $55,402+392.4% | $76,089+258.5% | $77,714+251.0% |
| Participation rate | 98.7% | 63.6%+35.1pp | 69.1%+29.6pp | 70.6%+28.1pp |
| Annual return | 46.54% | 17.09%+29.4pp | 360.94%-314.4pp | 31.26%+15.3pp |
| Employer contribution / active EE | $11,140 | $1,789+522.6% | $2,690+314.1% | $2,727+308.5% |
| Participant deferral / active EE | $0 | $3,450-100.0% | $4,259-100.0% | $4,649-100.0% |
| Admin fee / account holder | $3 | $410-99.4% | $6,418-100.0% | $433-99.4% |