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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 | $55,441+392.1% | $76,002+259.0% | $77,671+251.2% |
| Participation rate | 98.7% | 63.6%+35.0pp | 69.1%+29.6pp | 70.6%+28.1pp |
| Annual return | 46.54% | 17.08%+29.5pp | 360.07%-313.5pp | 31.21%+15.3pp |
| Employer contribution / active EE | $11,140 | $1,789+522.5% | $2,688+314.4% | $2,726+308.6% |
| Participant deferral / active EE | $0 | $3,451-100.0% | $4,257-100.0% | $4,648-100.0% |
| Admin fee / account holder | $3 | $407-99.3% | $6,414-100.0% | $430-99.4% |