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| Provider | Service type | Compensation |
|---|---|---|
Filed as: INVESTMENT PARTNERS LTD Service code 21 5015 BRADENTON AVE · DUBLIN, OH 43017 | Bank Trustee | $4,929 |
PNC BANK, N.A.2 years Filed as: PNC BANK Service code 34 · EIN 46-5526782 | Valuation (appraisals, etc.) | $850 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $222,013 | $49,693+346.8% | $70,548+214.7% | $74,440+198.2% |
| Participation rate | 97.8% | 64.7%+33.2pp | 68.3%+29.5pp | 70.7%+27.1pp |
| Annual return | 39.37% | 21.22%+18.2pp | 32.78%+6.6pp | 34.37%+5.0pp |
| Employer contribution / active EE | $8,320 | $1,773+369.2% | $2,975+179.7% | $2,638+215.4% |
| Participant deferral / active EE | $0 | $3,376-100.0% | $4,567-100.0% | $4,529-100.0% |
| Admin fee / account holder | $15 | $316-95.3% | $6,424-99.8% | $348-95.7% |