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| Provider | Service type | Compensation |
|---|---|---|
FARMERS TRUST COMPANY9 years Service code 19 · EIN 34-1853512 | Securities Custodian | $90,395 |
NATIONAL ASSOCIATES, INC.9 years Service code 15 · EIN 34-0677453 | Recordkeeping | $12,425 |
GBQ CONSULTING10+ years Service code 34 | Valuation (appraisals, etc.) | $11,000 |
BROUSE MCDOWELL1 year Filed as: BROUSE MCDWELL Service code 34 | Valuation (appraisals, etc.) | $5,549 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,110 | $55,441-47.5% | $76,002-61.7% | $77,671-62.5% |
| Participation rate | 90.2% | 63.6%+26.6pp | 69.1%+21.2pp | 70.6%+19.7pp |
| Annual return | 4.87% | 17.08%-12.2pp | 360.07%-355.2pp | 31.21%-26.3pp |
| Employer contribution / active EE | $3,602 | $1,789+101.3% | $2,688+34.0% | $2,726+32.1% |
| Participant deferral / active EE | $0 | $3,451-100.0% | $4,257-100.0% | $4,648-100.0% |
| Admin fee / account holder | $132 | $407-67.5% | $6,414-97.9% | $430-69.3% |