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| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.5+ years Service code 25 · EIN 22-1146430 | Directed Trustee | $76,058 |
NEWPORT GROUP, INC.1 year Service code 15 · EIN 27-2037969 | Recordkeeping | $74,928 |
BEDEL FINANCIAL CONSULTING INC4+ years Filed as: BEDEL FINANCIAL CONSULTING INC. Service code 27 · EIN 35-1892261 | Advisory (Plan) | $31,136 |
COLUMN CAPITAL ADVISORS LLC3 years Service code 27 · EIN 20-2759063 | Advisory (Plan) | $26,372 |
Filed as: DEERFIELD FINANCIAL ADVISORS Service code 27 · EIN 35-1648416 | Advisory (Plan) | $21,135 |
LMCG INVESTMENTS LLC4+ years Service code 27 · EIN 27-0282607 | Advisory (Plan) | $17,368 |
AUSDAL FINANCIAL PARTNERS INC5+ years Filed as: AUSDAL FINANCIAL PARTNERS INC. Service code 27 · EIN 42-1129623 | Advisory (Plan) | $11,935 |
WOODLEY FARRA MANION PORTFOLIO5+ years Service code 27 · EIN 35-1964649 | Advisory (Plan) | $10,624 |
CAMBRIDGE INVESTMENT RESEARCH5+ years Service code 27 · EIN 20-1665305 | Advisory (Plan) | $8,292 |
CHARLES SCHWAB & CO., INC.5+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Shareholder ser... | $7,755 |
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 | $380,585 | $101,523+274.9% | $141,162+169.6% | $77,787+389.3% |
| Participation rate | 98.2% | 77.4%+20.8pp | 82.5%+15.7pp | 73.2%+25.0pp |
| Annual return | 23.43% | 56.22%-32.8pp | 71.39%-48.0pp | 32.57%-9.1pp |
| Employer contribution / active EE | $14,598 | $3,341+336.9% | $4,735+208.3% | $2,504+482.9% |
| Participant deferral / active EE | $11,512 | $6,434+78.9% | $6,709+71.6% | $3,967+190.2% |
| Admin fee / account holder | $159 | $92+73.9% | $10,261-98.4% | $100+59.1% |