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| Provider | Service type | Compensation |
|---|---|---|
PNC BANK, N.A.2 years Filed as: PNC Service code 51 · EIN 25-1211909 | Investment Mgmt Fees | $73,429 |
MILLER KAPLAN ARASE LLP3+ years Filed as: S.C. MILLER & COMPANY Service code 51 · EIN 35-1820020 | Investment Mgmt Fees | $54,979 |
ANDCO CONSULTING2 years Filed as: ANDCO CONSULTING, LLC Service code 51 · EIN 59-3676225 | Investment Mgmt Fees | $49,000 |
L.M. HENDERSON & COMPANY, LLP3+ years Filed as: L.M. HENDERSON & CO., LLP Service code 50 · EIN 20-5520612 | Direct Payment | $15,600 |
Filed as: FILLENWARTH, DENNERLINE, GROTH & TO Service code 50 · EIN 26-2311312 | Direct Payment | $7,682 |
Participant contribution per participant 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 | $39,133 | $60,396-35.2% | $83,850-53.3% | $75,289-48.0% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.1%+23.9pp | 72.4%+27.6pp |
| Annual return | 9.39% | 3.84%+5.5pp | 850.92%-841.5pp | -0.04%+9.4pp |
| Employer contribution / active EE | $1,826 | $3,343-45.4% | $3,631-49.7% | $2,405-24.1% |
| Participant deferral / active EE | $702 | $2,922-76.0% | $4,082-82.8% | $3,739-81.2% |
| Admin fee / account holder | $79 | $141-43.9% | $5,478-98.6% | $102-22.5% |