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| Provider | Service type | Compensation |
|---|---|---|
FARMERS TRUST COMPANY2 years Service code 19 · EIN 34-1853512 | Securities Custodian | $27,315 |
NATIONAL ASSOCIATES, INC.2 years Service code 15 · EIN 34-0677453 | Recordkeeping | $20,354 |
FIDUCIARY INVESTMENT ADVISORS3+ years Filed as: FIDUCIARY TRUST SERVICES Service code 21 | Bank Trustee | $12,000 |
GBQ CONSULTING3+ years Service code 34 | Valuation (appraisals, etc.) | $7,437 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $28,930 | $44,059-34.3% | $71,671-59.6% | $69,631-58.5% |
| Participation rate | 100.0% | 60.8%+39.2pp | 68.7%+31.3pp | 70.7%+29.3pp |
| Annual return | 11.11% | 21.97%-10.9pp | 20.65%-9.5pp | 27571.02%-27559.9pp |
| Employer contribution / active EE | $3,058 | $1,305+134.4% | $2,460+24.3% | $2,032+50.5% |
| Participant deferral / active EE | $0 | $2,370-100.0% | $3,438-100.0% | $3,224-100.0% |
| Admin fee / account holder | $242 | $108+124.7% | $5,558-95.6% | $110+119.0% |