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| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.3+ years Service code 25 · EIN 25-1211909 | Directed Trustee | $139,529 |
RAYMOND JAMES FINANCIAL SERVICES2+ years Filed as: RAYMOND JAMES & ASSOCIATES Service code 27 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Advisory (Plan) | $25,360 |
INDIANA LABORERS WELFARE FUND2+ years Filed as: INDIANA TRUST Service code 27 4045 EDISON LAKES PARKWAY · MISHAWAKA, IN 46545 | Advisory (Plan) | $24,481 |
Filed as: DEERFIELD FINANCIAL ADVISORS Service code 27 · EIN 35-1648416 | Advisory (Plan) | $19,367 |
BEDEL FINANCIAL CONSULTING INC2+ years Filed as: BEDEL FINANCIAL CONSULTING INC. Service code 27 · EIN 35-1892261 | Advisory (Plan) | $18,507 |
Service code 27 · EIN 20-2759063 | Advisory (Plan) | $17,403 |
AUSDAL FINANCIAL PARTNERS INC3+ years Filed as: AUSDAL FINANCIAL PARTNERS INC. Service code 27 · EIN 42-1129623 | Advisory (Plan) | $12,509 |
AB FUNDS3+ years Filed as: ALLIANCE BERNSTEIN LP Service code 27 · EIN 36-6913091 | Advisory (Plan) | $10,817 |
STIFEL NICOLAUS & CO INC2+ years Service code 27 501 NORTH BROADWAY · ST. LOUIS, MO 63102 | Advisory (Plan) | $10,754 |
CHARLES SCHWAB & CO., INC.3+ years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $9,024 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $351,546 | $96,458+264.5% | $136,294+157.9% | $77,958+350.9% |
| Participation rate | 94.9% | 75.4%+19.5pp | 81.9%+13.0pp | 71.6%+23.3pp |
| Annual return | 18.98% | 23.78%-4.8pp | 5155.94%-5137.0pp | 20.87%-1.9pp |
| Employer contribution / active EE | $13,970 | $3,144+344.4% | $4,695+197.5% | $2,310+504.7% |
| Participant deferral / active EE | $10,252 | $5,902+73.7% | $6,247+64.1% | $3,537+189.9% |
| Admin fee / account holder | $285 | $80+254.7% | $9,243-96.9% | $97+193.0% |