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| Provider | Service type | Compensation |
|---|---|---|
FIDUCIARY INVESTMENT ADVISORS2+ years Filed as: FIDUCIARY TRUST SERVICES Service code 21 | Bank Trustee | $14,000 |
FARMERS TRUST COMPANY1 year Service code 19 · EIN 34-1853512 | Securities Custodian | $12,884 |
Service code 15 · EIN 34-0677453 | Recordkeeping | $9,206 |
GBQ CONSULTING2+ years Service code 34 | Valuation (appraisals, etc.) | $7,100 |
CROWE LLP2+ years Filed as: CROWE HORWATH LLP Service code 64 · EIN 35-0921680 | Recordkeeping Fees | $0 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,806 | $39,819-40.2% | $67,834-64.9% | $57,658-58.7% |
| Participation rate | 100.0% | 61.2%+38.8pp | 68.8%+31.2pp | 70.2%+29.8pp |
| Annual return | 16.38% | 9.19%+7.2pp | 138.47%-122.1pp | 5.13%+11.2pp |
| Employer contribution / active EE | $2,687 | $1,277+110.4% | $2,403+11.8% | $1,974+36.1% |
| Participant deferral / active EE | $0 | $2,209-100.0% | $3,160-100.0% | $3,061-100.0% |
| Admin fee / account holder | $261 | $84+212.1% | $4,622-94.4% | $95+176.1% |