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| Provider | Service type | Compensation |
|---|---|---|
CROWE LLP3 years Service code 15 · EIN 35-0921680 | Recordkeeping | $13,000 |
Filed as: INVESTMENT PARTNERS LTD Service code 21 5015 BRADENTON AVE · DUBLIN, OH 43017 | Bank Trustee | $8,264 |
PNC BANK, N.A.1 year Filed as: PNC BANK Service code 34 · EIN 46-5526782 | Valuation (appraisals, etc.) | $810 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,584 | $44,764+274.4% | $68,808+143.6% | $64,819+158.5% |
| Participation rate | 98.5% | 64.8%+33.7pp | 69.0%+29.4pp | 71.5%+27.0pp |
| Annual return | 84.20% | -10.91%+95.1pp | -6.37%+90.6pp | 32.84%+51.4pp |
| Employer contribution / active EE | $5,372 | $1,775+202.6% | $2,656+102.3% | $2,507+114.3% |
| Participant deferral / active EE | $0 | $3,238-100.0% | $3,942-100.0% | $4,311-100.0% |
| Admin fee / account holder | $60 | $151-60.3% | $4,936-98.8% | $188-68.0% |