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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 | $55,482+391.7% | $76,051+258.7% | $77,692+251.1% |
| Participation rate | 98.7% | 63.7%+35.0pp | 69.1%+29.6pp | 70.6%+28.1pp |
| Annual return | 46.54% | 17.09%+29.4pp | 360.42%-313.9pp | 31.25%+15.3pp |
| Employer contribution / active EE | $11,140 | $1,792+521.6% | $2,690+314.2% | $2,726+308.6% |
| Participant deferral / active EE | $0 | $3,455-100.0% | $4,257-100.0% | $4,648-100.0% |
| Admin fee / account holder | $3 | $407-99.3% | $6,416-100.0% | $431-99.4% |